Wal-Mart Stores shares owned by Triad Financial Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Triad Financial Advisors
from 13F filings
Historical chart of Triad Financial Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Triad Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $282k | 1.8k | 160.01 |
| 2023-06-30 | $252k | 1.6k | 157.16 |
| 2023-03-31 | $236k | 1.6k | 147.46 |
| 2022-12-31 | $233k | 1.6k | 141.76 |
| 2022-09-30 | $229k | 1.8k | 129.52 |
| 2022-06-30 | $210k | 1.7k | 121.32 |
| 2022-03-31 | $258k | 1.7k | 149.13 |
| 2021-12-31 | $425k | 2.9k | 144.71 |