Wal-Mart Stores shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Concentric Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wal-Mart Stores by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $396k | 6.6k | 60.17 |
| 2023-12-31 | $371k | 2.4k | 157.67 |
| 2023-09-30 | $343k | 2.1k | 159.96 |
| 2023-06-30 | $337k | 2.1k | 157.19 |
| 2023-03-31 | $320k | 2.2k | 147.43 |
| 2022-12-31 | $284k | 2.0k | 141.79 |
| 2022-09-30 | $259k | 2.0k | 129.50 |
| 2022-06-30 | $243k | 2.0k | 121.50 |
| 2022-03-31 | $298k | 2.0k | 149.00 |
| 2021-12-31 | $289k | 2.0k | 144.50 |
| 2021-09-30 | $307k | 2.2k | 139.55 |
| 2021-06-30 | $338k | 2.4k | 140.83 |
| 2021-03-31 | $326k | 2.4k | 135.83 |
| 2020-12-31 | $288k | 2.0k | 144.00 |
| 2020-09-30 | $280k | 2.0k | 140.00 |
| 2020-06-30 | $240k | 2.0k | 120.00 |
| 2020-03-31 | $227k | 2.0k | 113.50 |
| 2019-12-31 | $242k | 2.0k | 118.92 |
| 2019-09-30 | $237k | 2.0k | 118.50 |
| 2019-06-30 | $221k | 2.0k | 110.50 |
| 2018-09-30 | $227k | 2.4k | 94.03 |
| 2018-06-30 | $207k | 2.4k | 85.75 |
| 2018-03-31 | $215k | 2.4k | 89.06 |
| 2017-12-31 | $238k | 2.4k | 98.59 |
More positions owned by Concentric Wealth Management
View all positions for Concentric Wealth Management