Wal-Mart Stores shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $346k | 54k | 6.38 |
| 2024-03-31 | $270k | 4.5k | 60.20 |
| 2023-06-30 | $214k | 1.4k | 157.19 |
| 2023-03-31 | $1.3M | 8.9k | 142.63 |
| 2021-09-30 | $111k | 795 | 140.03 |
| 2021-06-30 | $107k | 757 | 141.35 |
| 2021-03-31 | $105k | 759 | 138.34 |
| 2020-12-31 | $105k | 759 | 138.34 |
| 2020-09-30 | $125k | 895 | 139.66 |
| 2020-06-30 | $108k | 899 | 120.13 |
| 2020-03-31 | $98k | 860 | 113.95 |
| 2019-12-31 | $109k | 921 | 118.35 |
| 2019-09-30 | $120k | 1.0k | 118.46 |
| 2019-06-30 | $91k | 826 | 110.17 |
| 2019-03-31 | $79k | 819 | 96.46 |
| 2018-12-31 | $76k | 815 | 93.25 |