Wal-Mart Stores shares owned by GeoWealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $6.3M | 70k | 90.35 |
| 2024-09-30 | $5.7M | 71k | 80.75 |
| 2024-06-30 | $4.1M | 61k | 67.71 |
| 2024-03-31 | $3.0M | 50k | 60.17 |
| 2023-09-30 | $465k | 2.9k | 160.00 |
| 2023-06-30 | $440k | 2.8k | 157.15 |
| 2023-03-31 | $420k | 2.9k | 147.29 |
| 2022-12-31 | $473k | 3.3k | 141.35 |
| 2022-09-30 | $615k | 4.7k | 129.60 |
| 2022-06-30 | $650k | 5.4k | 121.37 |
| 2022-03-31 | $347k | 2.3k | 148.76 |
| 2021-12-31 | $468k | 3.2k | 147.89 |
| 2021-09-30 | $445k | 3.1k | 142.86 |
| 2021-06-30 | $484k | 3.4k | 140.23 |
| 2021-03-31 | $412k | 3.0k | 135.52 |
| 2020-12-31 | $460k | 3.2k | 142.67 |
| 2020-09-30 | $403k | 3.0k | 132.23 |
| 2020-06-30 | $264k | 2.2k | 119.83 |