Wal-Mart Stores shares owned by Treasure Coast Financial Planning
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Treasure Coast Financial Planning
from 13F filings
Historical chart of Treasure Coast Financial Planning investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Treasure Coast Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wal-Mart Stores by Treasure Coast Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $517k | 5.0k | 103.06 |
| 2025-06-30 | $491k | 5.0k | 97.78 |
| 2025-03-31 | $440k | 5.0k | 87.79 |
| 2024-12-31 | $363k | 4.0k | 90.35 |
| 2024-09-30 | $324k | 4.0k | 80.75 |
| 2024-06-30 | $273k | 4.0k | 67.71 |
| 2024-03-31 | $242k | 4.0k | 60.17 |
More positions owned by Treasure Coast Financial Planning
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