Wal-Mart Stores shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 27k | 103.06 |
| 2025-06-30 | $2.6M | 27k | 97.78 |
| 2025-03-31 | $2.3M | 26k | 87.79 |
| 2024-12-31 | $2.3M | 26k | 90.35 |
| 2024-09-30 | $2.1M | 26k | 80.75 |
| 2024-06-30 | $1.7M | 25k | 67.71 |
| 2024-03-31 | $1.6M | 27k | 60.17 |
| 2023-12-31 | $1.4M | 8.9k | 157.65 |
| 2023-09-30 | $1.5M | 9.1k | 159.94 |
| 2023-06-30 | $1.5M | 9.4k | 157.18 |
| 2023-03-31 | $1.4M | 9.8k | 147.44 |
| 2022-12-31 | $1.4M | 9.7k | 141.80 |
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