Wal-Mart Stores shares owned by PBMares Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by PBMares Wealth Management
from 13F filings
Historical chart of PBMares Wealth Management investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by PBMares Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wal-Mart Stores by PBMares Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.5M | 31k | 80.75 |
2024-06-30 | $2.0M | 30k | 67.71 |
2024-03-31 | $1.7M | 28k | 60.17 |
2023-12-31 | $1.5M | 9.5k | 157.65 |
2023-09-30 | $1.5M | 9.7k | 159.93 |
2023-06-30 | $1.5M | 9.7k | 157.19 |
2023-03-31 | $1.5M | 10k | 147.45 |
2022-12-31 | $1.2M | 8.5k | 141.78 |
2022-09-30 | $1.1M | 8.5k | 129.74 |
2022-06-30 | $988k | 8.1k | 121.62 |
2022-03-31 | $1.2M | 8.0k | 148.94 |
2021-12-31 | $1.1M | 7.9k | 144.71 |
2021-09-30 | $1.1M | 7.7k | 139.33 |
2021-06-30 | $1.1M | 7.7k | 141.05 |
2021-03-31 | $1.0M | 7.7k | 135.85 |
2020-12-31 | $1.0M | 7.2k | 144.12 |
2020-09-30 | $975k | 7.0k | 139.95 |
2020-06-30 | $824k | 6.9k | 119.77 |
2020-03-31 | $782k | 6.9k | 113.66 |
2019-12-31 | $808k | 6.8k | 118.88 |