Wal-Mart Stores shares owned by Personal Cfo Solutions
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Personal Cfo Solutions
from 13F filings
Historical chart of Personal Cfo Solutions investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Personal Cfo Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 18k | 103.06 |
| 2025-06-30 | $1.8M | 18k | 97.78 |
| 2025-03-31 | $1.6M | 19k | 87.79 |
| 2024-12-31 | $1.5M | 17k | 90.35 |
| 2024-09-30 | $1.4M | 17k | 80.75 |
| 2024-06-30 | $1.1M | 17k | 67.71 |
| 2024-03-31 | $1.0M | 17k | 60.17 |
| 2023-09-30 | $951k | 5.9k | 159.95 |
| 2023-06-30 | $887k | 5.6k | 157.19 |
| 2023-03-31 | $803k | 5.4k | 147.46 |
| 2022-12-31 | $748k | 5.3k | 141.80 |
| 2022-09-30 | $629k | 4.8k | 129.74 |
| 2022-06-30 | $558k | 4.6k | 121.65 |
| 2022-03-31 | $660k | 4.4k | 148.92 |
| 2021-12-31 | $633k | 4.4k | 144.72 |
| 2021-09-30 | $590k | 4.2k | 139.38 |
| 2021-06-30 | $583k | 4.1k | 140.96 |
| 2021-03-31 | $468k | 3.4k | 135.97 |
| 2020-12-31 | $623k | 4.3k | 144.25 |
| 2020-09-30 | $1.0k | 4.1k | 0.25 |
| 2020-06-30 | $420k | 3.5k | 119.73 |
| 2020-03-31 | $236k | 2.1k | 113.79 |