Wal-Mart Stores shares owned by ForthRight Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by ForthRight Wealth Management
from 13F filings
Historical chart of ForthRight Wealth Management investment in Wal-Mart Stores
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All positions including Wal-Mart Stores held by ForthRight Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wal-Mart Stores by ForthRight Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $623k | 6.0k | 103.06 |
| 2025-06-30 | $601k | 6.1k | 97.78 |
| 2025-03-31 | $537k | 6.1k | 87.79 |
| 2024-12-31 | $532k | 5.9k | 90.35 |
| 2024-09-30 | $476k | 5.9k | 80.75 |
| 2024-06-30 | $399k | 5.9k | 67.71 |
| 2024-03-31 | $354k | 5.9k | 60.17 |
| 2023-12-31 | $309k | 2.0k | 157.65 |
| 2023-09-30 | $314k | 2.0k | 159.93 |
| 2023-06-30 | $289k | 1.8k | 157.18 |
| 2023-03-31 | $271k | 1.8k | 147.45 |
| 2022-12-31 | $225k | 1.6k | 141.79 |
| 2022-09-30 | $206k | 1.6k | 129.80 |
| 2022-03-31 | $243k | 243 | 1000.00 |
| 2021-12-31 | $237k | 1.6k | 144.95 |
| 2021-09-30 | $228k | 1.6k | 139.45 |
| 2021-06-30 | $231k | 1.6k | 141.28 |
| 2021-03-31 | $222k | 1.6k | 135.78 |
| 2020-12-31 | $236k | 1.6k | 144.34 |
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