Wal-Mart Stores shares owned by Selective Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Selective Wealth Management
from 13F filings
Historical chart of Selective Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Selective Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $608k | 10k | 60.62 |
| 2023-12-31 | $516k | 3.3k | 157.75 |
| 2023-09-30 | $535k | 3.3k | 160.99 |
| 2023-06-30 | $528k | 3.4k | 154.89 |
| 2022-12-31 | $455k | 3.2k | 140.55 |
| 2022-09-30 | $519k | 4.0k | 129.75 |
| 2022-06-30 | $498k | 4.1k | 121.46 |
| 2022-03-31 | $611k | 4.1k | 149.02 |
| 2021-12-31 | $240k | 1.7k | 144.40 |
| 2021-09-30 | $232k | 1.7k | 139.59 |
| 2021-06-30 | $81k | 600 | 135.00 |
| 2021-03-31 | $81k | 600 | 135.00 |
| 2020-12-31 | $43k | 300 | 143.33 |
| 2020-09-30 | $42k | 300 | 140.00 |
| 2020-06-30 | $36k | 300 | 120.00 |
More positions owned by Selective Wealth Management
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