Wal-Mart Stores shares owned by Long Run Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Long Run Wealth Advisors
from 13F filings
Historical chart of Long Run Wealth Advisors investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Long Run Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wal-Mart Stores by Long Run Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $554k | 6.1k | 90.35 |
2024-09-30 | $472k | 5.9k | 80.75 |
2024-06-30 | $418k | 6.2k | 67.71 |
2024-03-31 | $371k | 6.2k | 60.17 |
2023-12-31 | $332k | 2.1k | 157.68 |
2023-09-30 | $347k | 2.2k | 159.96 |
2023-06-30 | $346k | 2.2k | 157.18 |
2023-03-31 | $350k | 2.4k | 147.45 |
2022-12-31 | $326k | 2.3k | 141.76 |
2022-09-30 | $298k | 2.3k | 129.68 |
2022-06-30 | $289k | 2.4k | 121.38 |
2022-03-31 | $715k | 4.8k | 148.93 |
2021-12-31 | $838k | 5.8k | 144.33 |