Wal-Mart Stores shares owned by Elwood & Goetz Wealth Advisory Group
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Elwood & Goetz Wealth Advisory Group
from 13F filings
Historical chart of Elwood & Goetz Wealth Advisory Group investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Elwood & Goetz Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wal-Mart Stores by Elwood & Goetz Wealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $716k | 7.0k | 103.06 |
| 2025-06-30 | $408k | 4.2k | 97.78 |
| 2023-06-30 | $242k | 1.5k | 157.21 |
| 2023-03-31 | $221k | 1.5k | 147.48 |
| 2022-12-31 | $212k | 1.5k | 141.82 |
| 2022-03-31 | $221k | 1.5k | 148.62 |
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