Wal-Mart Stores shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $604k | 5.9k | 102.07 |
| 2025-06-30 | $496k | 5.3k | 94.40 |
| 2025-03-31 | $381k | 4.6k | 83.19 |
| 2024-12-31 | $394k | 4.3k | 90.70 |
| 2024-09-30 | $335k | 4.2k | 79.12 |
| 2024-06-30 | $307k | 4.3k | 70.87 |
| 2023-03-31 | $277k | 1.9k | 148.37 |
| 2022-12-31 | $260k | 1.8k | 141.54 |