Wal-Mart Stores shares owned by TriaGen Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by TriaGen Wealth Management
from 13F filings
Historical chart of TriaGen Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by TriaGen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 22k | 103.06 |
| 2025-06-30 | $2.3M | 23k | 97.78 |
| 2025-03-31 | $315k | 3.6k | 87.79 |
| 2024-12-31 | $314k | 3.5k | 90.35 |
| 2024-09-30 | $351k | 4.4k | 80.75 |
| 2024-06-30 | $295k | 4.4k | 67.71 |
| 2024-03-31 | $262k | 4.4k | 60.17 |
| 2023-12-31 | $229k | 1.5k | 157.65 |
| 2023-09-30 | $228k | 1.4k | 159.93 |
| 2023-06-30 | $224k | 1.4k | 157.18 |
| 2023-03-31 | $210k | 1.4k | 147.45 |
| 2022-03-31 | $210k | 1.4k | 149.25 |
| 2021-12-31 | $204k | 1.4k | 144.99 |
| 2021-06-30 | $201k | 1.4k | 142.86 |