Wal-Mart Stores shares owned by KWB Wealth
Historical chart of KWB Wealth investment in Wal-Mart Stores
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All positions including Wal-Mart Stores held by KWB Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wal-Mart Stores by KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 20k | 97.78 |
| 2025-06-30 | $1.7M | 20k | 87.79 |
| 2025-03-31 | $1.8M | 20k | 90.35 |
| 2024-12-31 | $1.6M | 20k | 80.75 |
| 2024-09-30 | $1.1M | 17k | 67.71 |
| 2024-06-30 | $1.2M | 21k | 60.17 |
| 2024-03-31 | $1.3M | 21k | 60.17 |
| 2023-12-31 | $1.2M | 7.4k | 157.65 |
| 2023-09-30 | $501k | 3.2k | 157.19 |
| 2023-06-30 | $544k | 3.5k | 157.16 |
| 2023-03-31 | $472k | 3.3k | 141.79 |
| 2022-12-31 | $460k | 3.2k | 141.79 |
| 2022-09-30 | $407k | 3.1k | 129.62 |
| 2022-06-30 | $426k | 3.5k | 121.58 |
| 2022-03-31 | $486k | 3.4k | 144.82 |
| 2021-12-31 | $486k | 3.4k | 144.82 |
| 2021-09-30 | $519k | 3.7k | 139.44 |
| 2021-06-30 | $496k | 3.7k | 135.74 |
| 2021-03-31 | $496k | 3.7k | 135.74 |
| 2020-12-31 | $396k | 2.7k | 144.21 |