Wal-Mart Stores shares owned by Insight Wealth Strategies
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Insight Wealth Strategies
from 13F filings
Historical chart of Insight Wealth Strategies investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Insight Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 26k | 80.75 |
| 2024-06-30 | $1.7M | 26k | 67.71 |
| 2024-03-31 | $1.5M | 25k | 60.17 |
| 2023-12-31 | $1.4M | 8.9k | 157.65 |
| 2023-09-30 | $1.4M | 8.7k | 159.93 |
| 2023-06-30 | $1.3M | 8.2k | 157.18 |
| 2023-03-31 | $1.2M | 8.1k | 147.45 |
| 2022-12-31 | $1.1M | 8.1k | 141.80 |
| 2022-09-30 | $963k | 7.9k | 121.61 |
| 2022-06-30 | $963k | 7.9k | 121.61 |
| 2022-03-31 | $1.1M | 7.3k | 148.93 |
| 2021-12-31 | $909k | 6.3k | 144.75 |
| 2021-09-30 | $747k | 5.4k | 139.47 |
| 2021-06-30 | $705k | 5.0k | 140.94 |
| 2021-03-31 | $1.2M | 8.8k | 135.89 |
| 2020-12-31 | $889k | 6.2k | 144.11 |
| 2020-09-30 | $843k | 6.0k | 139.89 |
| 2020-06-30 | $617k | 5.1k | 119.83 |
| 2020-03-31 | $475k | 4.2k | 113.69 |
| 2019-12-31 | $581k | 4.9k | 118.94 |
| 2019-09-30 | $563k | 4.7k | 118.60 |
| 2019-06-30 | $493k | 4.5k | 110.44 |
| 2019-03-31 | $430k | 4.4k | 97.44 |