Wal-Mart Stores shares owned by Sweet Financial Partners
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Sweet Financial Partners
from 13F filings
Historical chart of Sweet Financial Partners investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Sweet Financial Partners 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 Sweet Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $972k | 12k | 80.75 |
| 2024-06-30 | $815k | 12k | 67.71 |
| 2024-03-31 | $724k | 12k | 60.17 |
| 2023-12-31 | $624k | 4.0k | 157.65 |
| 2023-09-30 | $608k | 3.8k | 159.93 |
| 2023-06-30 | $598k | 3.8k | 157.17 |
| 2023-03-31 | $551k | 3.7k | 147.46 |
| 2022-12-31 | $529k | 3.7k | 141.79 |
| 2022-09-30 | $484k | 3.7k | 129.65 |
| 2022-06-30 | $470k | 3.9k | 121.45 |
| 2022-03-31 | $689k | 4.6k | 148.84 |
| 2021-12-31 | $491k | 3.4k | 144.80 |