Wal-Mart Stores shares owned by Castle Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Castle Wealth Management
from 13F filings
Historical chart of Castle Wealth Management investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Castle Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wal-Mart Stores by Castle Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $838k | 10k | 80.75 |
2024-06-30 | $712k | 11k | 67.71 |
2024-03-31 | $631k | 11k | 60.37 |
2023-12-31 | $586k | 3.7k | 158.19 |
2023-09-30 | $510k | 3.2k | 159.95 |
2023-06-30 | $513k | 3.3k | 157.18 |
2023-03-31 | $490k | 3.3k | 148.03 |
2022-12-31 | $495k | 3.5k | 142.33 |
2022-09-30 | $526k | 4.1k | 129.59 |
2022-06-30 | $400k | 3.3k | 121.69 |