Wal-Mart Stores shares owned by Strata Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Strata Wealth Advisors
from 13F filings
Historical chart of Strata Wealth Advisors investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Strata 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 Strata Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $448k | 4.3k | 103.06 |
| 2025-06-30 | $304k | 3.1k | 97.78 |
| 2025-03-31 | $282k | 3.2k | 87.79 |
| 2024-12-31 | $325k | 3.6k | 90.35 |
| 2024-09-30 | $288k | 3.6k | 80.75 |
| 2024-06-30 | $234k | 3.5k | 67.72 |
| 2022-12-31 | $264k | 1.9k | 141.79 |