Wal-Mart Stores shares owned by Forza Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Forza Wealth Management
from 13F filings
Historical chart of Forza Wealth Management investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Forza Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wal-Mart Stores by Forza Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $326k | 4.0k | 80.75 |
2024-06-30 | $308k | 4.6k | 67.71 |
2024-03-31 | $274k | 4.6k | 60.17 |
2023-12-31 | $239k | 1.5k | 157.65 |
2023-09-30 | $243k | 1.5k | 159.93 |
2023-06-30 | $252k | 1.6k | 157.18 |
2023-03-31 | $222k | 1.5k | 147.45 |
2022-12-31 | $213k | 1.5k | 141.79 |