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
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by TriaGen Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wal-Mart Stores by TriaGen Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |