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Wal-Mart Stores shares owned by Independent Solutions Wealth Management

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

Historical chart of Independent Solutions Wealth Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Independent Solutions 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 Independent Solutions Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 19k 80.75
2024-06-30 $1.5M 23k 67.71
2024-03-31 $1.4M 23k 60.17
2023-12-31 $1.2M 7.9k 157.64
2023-09-30 $1.3M 8.1k 159.92
2023-06-30 $1.4M 9.0k 157.17
2023-03-31 $1.4M 9.5k 147.44
2022-12-31 $1.3M 9.3k 141.78
2022-09-30 $1.2M 9.4k 129.69
2022-06-30 $1.1M 9.4k 121.57
2022-03-31 $1.4M 9.4k 148.91
2021-12-31 $1.4M 9.7k 144.68
2021-09-30 $1.4M 10k 139.37
2021-06-30 $1.4M 9.9k 141.01
2021-03-31 $1.4M 10k 135.83
2020-12-31 $1.6M 11k 144.15
2020-09-30 $1.6M 11k 139.91
2020-06-30 $1.3M 11k 119.78
2020-03-31 $1.4M 12k 113.62
2019-12-31 $1.6M 13k 118.84