Wal-Mart Stores shares owned by Phoenix Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Phoenix Wealth Advisors
from 13F filings
Historical chart of Phoenix Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Phoenix Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 38k | 103.06 |
| 2025-06-30 | $3.7M | 38k | 97.78 |
| 2025-03-31 | $3.6M | 41k | 87.79 |
| 2024-12-31 | $4.2M | 46k | 90.35 |
| 2024-09-30 | $3.9M | 48k | 80.75 |
| 2024-06-30 | $3.9M | 58k | 67.71 |
| 2024-03-31 | $3.5M | 58k | 60.17 |
| 2023-12-31 | $2.4M | 15k | 159.29 |
| 2023-09-30 | $2.4M | 15k | 159.93 |
| 2023-06-30 | $2.4M | 15k | 157.18 |
| 2023-03-31 | $1.5M | 10k | 147.45 |
| 2022-12-31 | $1.4M | 9.6k | 141.79 |
| 2022-09-30 | $1.1M | 8.8k | 129.71 |
| 2022-06-30 | $1.0M | 8.4k | 121.57 |
| 2022-03-31 | $1.2M | 7.7k | 155.03 |
| 2021-12-31 | $955k | 6.6k | 144.74 |
| 2021-09-30 | $687k | 4.9k | 139.29 |
| 2021-06-30 | $675k | 4.8k | 140.01 |
| 2021-03-31 | $635k | 4.7k | 135.54 |
| 2020-12-31 | $830k | 5.8k | 144.17 |