Wal-Mart Stores shares owned by PCG Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by PCG Wealth Advisors
from 13F filings
Historical chart of PCG Wealth Advisors investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by PCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wal-Mart Stores by PCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $357k | 3.5k | 103.06 |
| 2025-06-30 | $296k | 3.0k | 97.78 |
| 2025-03-31 | $256k | 2.9k | 87.79 |
| 2024-12-31 | $264k | 2.9k | 90.35 |
| 2024-09-30 | $226k | 2.8k | 80.75 |
| 2023-09-30 | $235k | 1.5k | 159.93 |
| 2023-06-30 | $231k | 1.5k | 157.18 |
| 2023-03-31 | $226k | 1.5k | 147.45 |
| 2022-12-31 | $217k | 1.5k | 141.79 |
| 2022-09-30 | $393k | 3.0k | 129.70 |
| 2022-03-31 | $231k | 1.5k | 149.22 |