Wal-Mart Stores shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wal-Mart Stores by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $329k | 5.5k | 60.17 |
| 2023-12-31 | $297k | 1.9k | 157.65 |
| 2023-09-30 | $299k | 1.9k | 159.93 |
| 2023-06-30 | $302k | 1.9k | 157.18 |
| 2023-03-31 | $289k | 2.0k | 147.45 |
| 2022-12-31 | $266k | 1.9k | 141.79 |
| 2022-09-30 | $242k | 1.9k | 129.69 |
| 2022-06-30 | $224k | 1.8k | 121.41 |
| 2022-03-31 | $336k | 2.3k | 148.67 |
| 2021-12-31 | $260k | 1.8k | 144.44 |