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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

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Quarterly 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