Wal-Mart Stores shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $345k | 4.3k | 80.75 |
| 2024-06-30 | $289k | 4.3k | 67.70 |
| 2024-03-31 | $257k | 4.3k | 60.17 |
| 2023-12-31 | $231k | 1.5k | 157.60 |
| 2023-09-30 | $256k | 1.6k | 159.88 |
| 2023-06-30 | $251k | 1.6k | 157.17 |
| 2023-03-31 | $229k | 1.6k | 147.45 |
| 2022-12-31 | $219k | 1.5k | 141.79 |
| 2022-09-30 | $200k | 1.5k | 129.45 |
| 2021-12-31 | $226k | 1.6k | 144.96 |
| 2021-03-31 | $211k | 1.4k | 149.01 |
More positions owned by Collaborative Wealth Managment
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