Wal-Mart Stores shares owned by Curi Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Curi Wealth Management
from 13F filings
Historical chart of Curi Wealth Management investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Curi Wealth Management 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 Curi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $338k | 2.1k | 157.65 |
| 2023-09-30 | $394k | 2.5k | 159.90 |
| 2023-06-30 | $391k | 2.5k | 157.19 |
| 2023-03-31 | $367k | 2.5k | 147.44 |
| 2022-12-31 | $373k | 2.6k | 141.77 |
| 2022-09-30 | $262k | 2.0k | 129.45 |
| 2022-06-30 | $112k | 920 | 121.74 |
| 2022-03-31 | $13k | 91 | 142.86 |
| 2021-12-31 | $14k | 102 | 137.25 |
| 2020-12-31 | $12k | 89 | 134.83 |