Wal-Mart Stores shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $5.2M | 57k | 90.35 |
| 2024-09-30 | $5.7M | 70k | 80.75 |
| 2024-06-30 | $4.8M | 71k | 67.71 |
| 2024-03-31 | $4.1M | 68k | 60.17 |
| 2023-12-31 | $3.1M | 20k | 157.65 |
| 2023-09-30 | $2.9M | 18k | 159.93 |
| 2023-06-30 | $842k | 5.4k | 157.19 |
| 2023-03-31 | $757k | 5.1k | 147.45 |
| 2022-12-31 | $741k | 5.2k | 141.79 |
| 2022-09-30 | $758k | 5.8k | 129.79 |
| 2022-06-30 | $628k | 5.2k | 121.54 |
| 2022-03-31 | $770k | 5.2k | 148.88 |
| 2021-12-31 | $747k | 5.2k | 144.74 |
| 2021-09-30 | $719k | 5.2k | 139.31 |
| 2021-06-30 | $794k | 5.6k | 142.86 |
| 2021-03-31 | $735k | 5.4k | 135.83 |
| 2020-12-31 | $778k | 5.4k | 144.10 |
| 2020-09-30 | $755k | 5.4k | 139.84 |
| 2020-06-30 | $645k | 5.4k | 119.71 |
| 2020-03-31 | $607k | 5.3k | 113.65 |
| 2019-12-31 | $644k | 5.4k | 118.84 |
More positions owned by Sugarloaf Wealth Management
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