Wal-Mart Stores shares owned by Heritage Oak Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Heritage Oak Wealth Advisors
from 13F filings
Historical chart of Heritage Oak Wealth Advisors investment in Wal-Mart Stores
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All positions including Wal-Mart Stores held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wal-Mart Stores by Heritage Oak Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $54M | 802k | 67.71 |
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