Wal-Mart Stores shares owned by Fairhaven Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Fairhaven Wealth Management
from 13F filings
Historical chart of Fairhaven Wealth Management investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Fairhaven 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 Fairhaven Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $765k | 9.5k | 80.75 |
| 2024-06-30 | $633k | 9.3k | 67.71 |
| 2024-03-31 | $561k | 9.3k | 60.17 |
| 2023-12-31 | $514k | 3.3k | 157.65 |
| 2023-09-30 | $533k | 3.3k | 159.93 |
| 2023-06-30 | $529k | 3.4k | 157.18 |
| 2022-12-31 | $503k | 3.5k | 141.78 |
| 2022-09-30 | $461k | 3.6k | 129.71 |
| 2022-06-30 | $417k | 3.4k | 121.47 |
| 2022-03-31 | $510k | 3.4k | 148.82 |
| 2021-12-31 | $350k | 2.4k | 144.57 |
| 2021-09-30 | $337k | 2.4k | 139.20 |
| 2021-06-30 | $341k | 2.4k | 140.85 |
| 2021-03-31 | $329k | 2.4k | 135.95 |
| 2020-12-31 | $293k | 2.0k | 143.98 |
| 2020-09-30 | $256k | 1.8k | 140.04 |
| 2020-06-30 | $227k | 1.9k | 119.79 |
More positions owned by Fairhaven Wealth Management
View all positions for Fairhaven Wealth Management