Wal-Mart Stores shares owned by Strategic Wealth Designers
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Strategic Wealth Designers
from 13F filings
Historical chart of Strategic Wealth Designers investment in Wal-Mart Stores
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All positions including Wal-Mart Stores held by Strategic Wealth Designers 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 | $767k | 9.4k | 81.27 |
2024-06-30 | $660k | 9.8k | 67.48 |
2023-12-31 | $579k | 3.7k | 157.64 |
2023-09-30 | $429k | 2.7k | 159.94 |
2023-06-30 | $420k | 2.7k | 157.19 |
2023-03-31 | $331k | 2.2k | 147.46 |
2022-12-31 | $339k | 2.4k | 140.85 |
2022-09-30 | $320k | 2.5k | 129.87 |
2022-06-30 | $245k | 2.0k | 121.59 |
2022-03-31 | $349k | 2.3k | 148.89 |
2021-12-31 | $305k | 2.1k | 144.62 |
2020-12-31 | $536k | 3.7k | 144.24 |
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