Wal-Mart Stores shares owned by Aspireon Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Aspireon Wealth Advisors
from 13F filings
Historical chart of Aspireon Wealth Advisors investment in Wal-Mart Stores
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All positions including Wal-Mart Stores held by Aspireon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wal-Mart Stores by Aspireon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $645k | 4.4k | 147.50 |
| 2022-12-31 | $734k | 5.2k | 141.84 |
| 2022-09-30 | $671k | 5.2k | 129.66 |
| 2022-06-30 | $644k | 5.3k | 121.49 |
| 2022-03-31 | $767k | 5.1k | 148.99 |
| 2021-12-31 | $744k | 5.1k | 144.75 |
| 2021-09-30 | $684k | 4.9k | 139.31 |
| 2021-06-30 | $593k | 4.2k | 140.99 |
| 2021-03-31 | $561k | 600 | 935.00 |
| 2020-12-31 | $600k | 4.0k | 150.00 |