Wal-Mart Stores shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth Advisors investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Core Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wal-Mart Stores by Core Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $173k | 1.1k | 159.93 |
2023-06-30 | $170k | 1.1k | 157.18 |
2023-03-31 | $142k | 963 | 147.45 |
2022-12-31 | $150k | 1.1k | 141.79 |
2022-09-30 | $130k | 1.0k | 129.22 |
2022-06-30 | $109k | 893 | 122.06 |
2022-03-31 | $142k | 952 | 149.16 |
2021-12-31 | $149k | 1.0k | 145.08 |
2021-09-30 | $143k | 1.0k | 139.24 |
2021-06-30 | $146k | 1.0k | 140.79 |
2021-03-31 | $166k | 1.2k | 136.07 |
2020-12-31 | $174k | 1.2k | 143.80 |
2020-09-30 | $192k | 1.4k | 139.74 |
2020-06-30 | $135k | 1.1k | 120.00 |
2020-03-31 | $122k | 1.1k | 113.49 |
2019-12-31 | $128k | 1.1k | 119.07 |