Wal-Mart Stores shares owned by Concentrum Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Concentrum Wealth Management
from 13F filings
Historical chart of Concentrum Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Concentrum Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 16k | 103.06 |
| 2025-06-30 | $1.4M | 15k | 97.78 |
| 2025-03-31 | $1.1M | 12k | 87.79 |
| 2024-12-31 | $865k | 9.6k | 90.35 |
| 2024-09-30 | $698k | 8.6k | 80.75 |
| 2024-06-30 | $574k | 8.5k | 67.71 |
| 2024-03-31 | $507k | 8.4k | 60.17 |
| 2023-12-31 | $431k | 2.7k | 157.65 |
| 2023-09-30 | $434k | 2.7k | 159.93 |
| 2023-06-30 | $640k | 4.1k | 157.17 |
| 2023-03-31 | $327k | 2.2k | 147.50 |
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