Wal-Mart Stores shares owned by Archetype Wealth Partners
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Archetype Wealth Partners
from 13F filings
Historical chart of Archetype Wealth Partners investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Archetype Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 17k | 80.76 |
| 2024-06-30 | $1.5M | 22k | 67.71 |
| 2024-03-31 | $1.2M | 21k | 60.16 |
| 2023-12-31 | $1.1M | 6.8k | 157.71 |
| 2023-09-30 | $1.1M | 6.9k | 159.94 |
| 2023-06-30 | $1.0M | 6.6k | 157.19 |
| 2023-03-31 | $854k | 5.8k | 147.39 |
| 2022-12-31 | $833k | 5.9k | 141.74 |
| 2022-09-30 | $751k | 5.8k | 129.62 |
| 2022-06-30 | $705k | 5.8k | 121.53 |
| 2022-03-31 | $842k | 5.7k | 148.89 |
| 2021-12-31 | $820k | 5.7k | 144.70 |
| 2021-09-30 | $766k | 5.5k | 139.37 |
| 2021-06-30 | $777k | 5.5k | 141.04 |
| 2021-03-31 | $748k | 5.5k | 135.80 |
| 2020-12-31 | $782k | 5.4k | 144.25 |
| 2020-09-30 | $861k | 6.2k | 139.95 |
| 2020-06-30 | $737k | 6.2k | 119.80 |