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
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All positions including Wal-Mart Stores held by Primoris Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |