Wal-Mart Stores shares owned by Bordeaux Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Bordeaux Wealth Advisors
from 13F filings
Historical chart of Bordeaux Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Bordeaux Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $844k | 8.6k | 97.78 |
| 2025-03-31 | $694k | 7.9k | 87.79 |
| 2024-12-31 | $667k | 8.3k | 80.75 |
| 2024-09-30 | $667k | 8.3k | 80.75 |
| 2024-06-30 | $381k | 5.6k | 67.71 |
| 2022-03-31 | $243k | 1.6k | 148.90 |
| 2021-12-31 | $220k | 1.5k | 144.55 |