Wal-Mart Stores shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by IAG Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv

Quarterly reported holdings in Wal-Mart Stores by IAG Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $73k | 812 | 90.31 |
2024-09-30 | $65k | 805 | 80.72 |
2024-06-30 | $62k | 913 | 67.68 |
2024-03-31 | $149k | 2.5k | 60.16 |
2023-12-31 | $32k | 202 | 157.30 |
2023-09-30 | $28k | 174 | 159.52 |
2023-06-30 | $23k | 147 | 156.70 |
2023-03-31 | $66k | 447 | 147.30 |
2022-12-31 | $21k | 147 | 141.35 |
2022-09-30 | $19k | 147 | 129.25 |
2022-06-30 | $5.0k | 44 | 113.64 |
2022-03-31 | $20k | 134 | 149.25 |
2021-12-31 | $14k | 94 | 148.94 |
2021-09-30 | $14k | 94 | 148.94 |
2021-06-30 | $14k | 94 | 148.94 |
2021-03-31 | $13k | 94 | 138.30 |
2020-12-31 | $14k | 94 | 148.94 |
2020-09-30 | $14k | 94 | 148.94 |
2020-06-30 | $8.0k | 59 | 135.59 |
2020-03-31 | $7.0k | 59 | 118.64 |
2019-12-31 | $8.0k | 59 | 135.59 |