Wal-Mart Stores shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Principle Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wal-Mart Stores by Principle Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.1M | 19k | 60.17 |
2023-12-31 | $975k | 6.2k | 157.65 |
2023-09-30 | $989k | 6.2k | 159.93 |
2023-06-30 | $964k | 6.1k | 157.18 |
2023-03-31 | $828k | 5.6k | 147.45 |
2022-12-31 | $796k | 5.6k | 141.79 |
2022-09-30 | $727k | 5.6k | 129.73 |
2022-06-30 | $767k | 6.3k | 121.51 |
2022-03-31 | $1.0M | 7.0k | 148.93 |
2021-12-31 | $1.1M | 7.3k | 144.71 |
2021-09-30 | $1.0M | 7.4k | 139.39 |
2021-06-30 | $1.0M | 7.4k | 140.95 |
2021-03-31 | $956k | 7.0k | 135.78 |
2020-12-31 | $831k | 5.8k | 144.15 |
2020-06-30 | $82k | 687 | 119.36 |