Wal-Mart Stores shares owned by Primoris Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Primoris Wealth Advisors
from 13F filings
Historical chart of Primoris Wealth Advisors investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Primoris Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wal-Mart Stores by Primoris Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 10k | 103.06 |
| 2025-06-30 | $1.0M | 10k | 97.78 |
| 2025-03-31 | $923k | 11k | 87.79 |
| 2024-12-31 | $944k | 10k | 90.35 |
| 2024-09-30 | $866k | 11k | 80.75 |
| 2024-06-30 | $736k | 11k | 67.71 |
| 2024-03-31 | $669k | 11k | 60.17 |
| 2023-12-31 | $588k | 3.7k | 157.65 |
| 2023-09-30 | $614k | 3.8k | 159.93 |
| 2023-06-30 | $623k | 4.0k | 157.18 |
| 2023-03-31 | $583k | 4.0k | 147.45 |
| 2022-12-31 | $2.6M | 18k | 141.79 |
| 2022-09-30 | $329k | 2.6k | 129.02 |
| 2022-06-30 | $337k | 2.8k | 121.22 |
| 2022-03-31 | $579k | 3.9k | 148.50 |
| 2021-12-31 | $1.9M | 13k | 144.72 |