Oakwell Private Wealth Management »

Wal-Mart Stores shares owned by Oakwell Private Wealth Management

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

Historical chart of Oakwell Private Wealth Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Oakwell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wal-Mart Stores by Oakwell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $488k 6.0k 80.74
2024-06-30 $409k 6.0k 67.71
2024-03-31 $363k 6.0k 60.17
2023-12-31 $338k 2.1k 157.64
2023-09-30 $336k 2.1k 159.92
2023-06-30 $378k 2.4k 157.17
2023-03-31 $354k 2.4k 147.44
2022-12-31 $341k 2.4k 141.78
2022-09-30 $325k 2.5k 129.64
2022-06-30 $311k 2.6k 121.72
2022-03-31 $369k 2.5k 148.97
2021-12-31 $312k 2.2k 144.58
2021-09-30 $210k 1.5k 139.17
2021-06-30 $212k 1.5k 140.86
2021-03-31 $248k 1.8k 135.59
2020-12-31 $264k 1.8k 144.34