Wal-Mart Stores shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.1M | 23k | 90.35 |
| 2024-09-30 | $2.1M | 26k | 80.75 |
| 2024-06-30 | $1.7M | 25k | 67.71 |
| 2024-03-31 | $1.7M | 28k | 60.17 |
| 2023-12-31 | $1.5M | 9.5k | 157.65 |
| 2023-09-30 | $1.5M | 9.1k | 159.93 |
| 2023-06-30 | $1.4M | 8.8k | 157.18 |
| 2023-03-31 | $1.0M | 7.1k | 147.45 |
| 2022-12-31 | $1.0M | 7.3k | 141.79 |
| 2022-09-30 | $946k | 7.3k | 129.64 |
| 2022-06-30 | $849k | 7.0k | 121.62 |
| 2022-03-31 | $1.2M | 8.3k | 148.95 |
| 2021-12-31 | $742k | 5.1k | 144.70 |
| 2021-09-30 | $746k | 5.4k | 139.36 |
| 2021-06-30 | $951k | 6.7k | 140.99 |
| 2021-03-31 | $920k | 6.8k | 135.87 |
| 2020-12-31 | $515k | 3.6k | 144.14 |
| 2020-09-30 | $279k | 2.0k | 139.99 |
| 2020-06-30 | $229k | 1.9k | 119.71 |
| 2020-03-31 | $212k | 1.9k | 113.43 |
More positions owned by Aurum Wealth Management Group
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