Wal-Mart Stores shares owned by Beta Wealth
Historical chart of Beta Wealth investment in Wal-Mart Stores
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All positions including Wal-Mart Stores held by Beta Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wal-Mart Stores by Beta Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $671k | 6.5k | 103.07 |
| 2025-06-30 | $627k | 6.4k | 97.79 |
| 2025-03-31 | $571k | 6.5k | 87.78 |
| 2024-12-31 | $588k | 6.5k | 90.34 |
| 2024-09-30 | $647k | 8.0k | 80.75 |
| 2024-06-30 | $536k | 7.9k | 67.71 |
| 2024-03-31 | $452k | 7.5k | 60.17 |
| 2023-12-31 | $615k | 2.9k | 212.00 |
| 2023-09-30 | $624k | 3.9k | 159.93 |
| 2023-06-30 | $582k | 3.7k | 157.18 |
| 2023-03-31 | $457k | 3.1k | 147.45 |
| 2022-12-31 | $397k | 2.8k | 141.79 |
| 2022-09-30 | $337k | 2.6k | 129.62 |
| 2022-06-30 | $267k | 2.2k | 121.36 |