Wal-Mart Stores shares owned by Ccg Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Ccg Wealth Management
from 13F filings
Historical chart of Ccg Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Ccg Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 14k | 103.06 |
| 2025-06-30 | $1.3M | 13k | 97.78 |
| 2025-03-31 | $1.1M | 13k | 87.79 |
| 2024-12-31 | $1.2M | 13k | 90.35 |
| 2024-09-30 | $1.1M | 13k | 80.75 |
| 2024-06-30 | $891k | 13k | 67.71 |
| 2024-03-31 | $785k | 13k | 60.17 |
| 2023-12-31 | $284k | 1.8k | 157.65 |
| 2023-09-30 | $459k | 2.9k | 159.93 |
| 2023-06-30 | $435k | 2.8k | 157.15 |
| 2023-03-31 | $419k | 2.8k | 147.45 |
| 2022-12-31 | $502k | 3.5k | 141.79 |
| 2022-09-30 | $468k | 3.6k | 129.78 |
| 2022-06-30 | $440k | 3.6k | 121.51 |
| 2022-03-31 | $400k | 2.7k | 148.81 |
| 2021-12-31 | $389k | 2.7k | 144.72 |
| 2021-09-30 | $382k | 2.7k | 139.31 |
| 2021-06-30 | $387k | 2.7k | 141.14 |
| 2021-03-31 | $385k | 2.8k | 135.66 |
| 2020-12-31 | $398k | 2.8k | 144.05 |
| 2020-09-30 | $263k | 1.9k | 140.12 |
| 2020-06-30 | $244k | 2.0k | 119.78 |
| 2020-03-31 | $254k | 2.2k | 113.44 |
| 2019-12-31 | $264k | 2.2k | 118.92 |
| 2019-09-30 | $329k | 2.8k | 118.60 |
| 2019-06-30 | $218k | 2.0k | 110.72 |