Wal-Mart Stores shares owned by One Charles Private Wealth Services
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by One Charles Private Wealth Services
from 13F filings
Historical chart of One Charles Private Wealth Services investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by One Charles Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 11k | 103.06 |
| 2025-06-30 | $1.0M | 11k | 97.78 |
| 2025-03-31 | $806k | 9.2k | 87.79 |
| 2024-12-31 | $829k | 9.2k | 90.35 |
| 2024-09-30 | $755k | 9.4k | 80.75 |
| 2024-03-31 | $566k | 9.4k | 60.17 |
| 2023-12-31 | $483k | 3.1k | 157.66 |
| 2023-09-30 | $490k | 3.1k | 159.94 |
| 2023-06-30 | $484k | 3.1k | 157.18 |
| 2023-03-31 | $461k | 3.1k | 147.46 |
| 2022-12-31 | $454k | 3.2k | 141.77 |
| 2022-09-30 | $437k | 3.4k | 129.60 |
| 2022-06-30 | $422k | 3.4k | 125.33 |
| 2022-03-31 | $460k | 3.1k | 149.06 |
| 2021-12-31 | $437k | 3.0k | 144.70 |
| 2021-09-30 | $421k | 3.0k | 139.40 |
| 2021-06-30 | $426k | 3.0k | 141.20 |
| 2020-06-30 | $351k | 2.7k | 131.81 |
More positions owned by One Charles Private Wealth Services
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