Wal-Mart Stores shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.1M | 63k | 80.75 |
| 2024-06-30 | $4.6M | 68k | 67.71 |
| 2024-03-31 | $4.0M | 67k | 60.17 |
| 2023-12-31 | $3.4M | 22k | 157.65 |
| 2023-09-30 | $3.4M | 21k | 159.93 |
| 2023-06-30 | $3.4M | 22k | 157.18 |
| 2023-03-31 | $3.2M | 22k | 147.45 |
| 2022-12-31 | $3.0M | 21k | 141.79 |
| 2022-09-30 | $2.7M | 21k | 129.66 |
| 2022-06-30 | $3.6M | 28k | 129.80 |
| 2022-03-31 | $3.8M | 26k | 148.89 |
| 2021-12-31 | $3.7M | 26k | 144.67 |
More positions owned by Confluence Wealth Services
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