Wal-Mart Stores shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $464k | 5.7k | 80.75 |
| 2024-06-30 | $363k | 5.4k | 67.71 |
| 2024-03-31 | $508k | 8.4k | 60.17 |
| 2023-12-31 | $444k | 2.8k | 157.64 |
| 2023-09-30 | $586k | 3.7k | 159.93 |
| 2023-06-30 | $442k | 2.8k | 157.16 |
| 2023-03-31 | $413k | 2.8k | 147.47 |
| 2022-12-31 | $397k | 2.8k | 141.77 |
| 2022-09-30 | $347k | 2.7k | 129.57 |
| 2022-06-30 | $341k | 2.8k | 121.40 |
| 2022-03-31 | $836k | 5.6k | 148.93 |
| 2021-12-31 | $407k | 2.8k | 144.74 |
| 2021-09-30 | $482k | 3.5k | 139.43 |
| 2021-06-30 | $487k | 3.5k | 141.00 |
| 2021-03-31 | $463k | 3.4k | 135.94 |
| 2020-12-31 | $491k | 3.4k | 144.28 |
| 2020-09-30 | $476k | 3.4k | 139.88 |
| 2020-06-30 | $407k | 3.4k | 119.85 |
| 2020-03-31 | $377k | 3.3k | 113.76 |
| 2019-12-31 | $356k | 3.0k | 118.83 |
| 2019-09-30 | $374k | 3.1k | 118.84 |
| 2019-06-30 | $347k | 3.1k | 110.58 |