Wal-Mart Stores shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Concord Wealth Partners 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 Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 22k | 80.75 |
| 2024-06-30 | $1.2M | 18k | 67.71 |
| 2024-03-31 | $942k | 16k | 60.17 |
| 2023-12-31 | $729k | 4.6k | 157.65 |
| 2023-09-30 | $793k | 5.0k | 159.92 |
| 2023-06-30 | $785k | 5.0k | 157.19 |
| 2023-03-31 | $515k | 3.5k | 147.45 |
| 2022-12-31 | $354k | 2.5k | 141.81 |
| 2022-09-30 | $497k | 3.8k | 129.66 |
| 2022-06-30 | $488k | 4.0k | 121.48 |
| 2022-03-31 | $631k | 4.2k | 148.93 |
| 2021-12-31 | $653k | 4.5k | 144.66 |
| 2021-09-30 | $110k | 791 | 139.06 |
| 2021-06-30 | $403k | 2.9k | 140.86 |
| 2021-03-31 | $317k | 2.3k | 135.70 |
| 2020-12-31 | $44k | 308 | 142.86 |