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Wal-Mart Stores shares owned by Benchmark Financial Wealth Advisors

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Benchmark Financial Wealth Advisors from 13F filings

Historical chart of Benchmark Financial Wealth Advisors investment in Wal-Mart Stores

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All positions including Wal-Mart Stores held by Benchmark Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Benchmark Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $490k 8.1k 60.17
2023-12-31 $374k 2.4k 157.66
2023-09-30 $380k 2.4k 159.94
2023-06-30 $378k 2.4k 157.19
2023-03-31 $342k 2.3k 147.46
2022-12-31 $325k 2.3k 141.82
2022-09-30 $326k 2.5k 129.83
2022-06-30 $280k 2.3k 121.58
2022-03-31 $292k 2.0k 149.13
2021-12-31 $217k 1.5k 144.47