Heritage Wealth Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2022-12-31 $639k 4.5k 141.79
2022-09-30 $283k 2.2k 129.58
2022-06-30 $262k 2.2k 121.58
2022-03-31 $320k 2.2k 148.70
2021-09-30 $315k 2.3k 139.32
2021-06-30 $302k 2.1k 140.92