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Wal-Mart Stores shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.5M 80k 80.75
2024-06-30 $5.6M 80k 70.04