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Wal-Mart Stores shares owned by Cerro Pacific Wealth Advisors

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Cerro Pacific Wealth Advisors from 13F filings

Historical chart of Cerro Pacific Wealth Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Cerro Pacific Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Cerro Pacific Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 21k 67.71
2024-06-30 $1.4M 21k 67.71
2023-03-31 $1.0M 7.0k 147.46
2022-12-31 $970k 6.8k 141.80
2022-09-30 $901k 6.9k 129.70
2022-06-30 $598k 4.9k 121.67
2022-03-31 $806k 5.4k 148.93
2021-12-31 $770k 5.3k 144.68
2021-09-30 $823k 5.9k 139.44
2021-06-30 $1.1M 7.9k 140.98
2020-12-31 $1.6M 11k 144.12