Wal-Mart Stores shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.1M | 20k | 157.65 |
| 2023-09-30 | $3.1M | 20k | 159.93 |
| 2023-06-30 | $3.0M | 19k | 157.18 |
| 2023-03-31 | $2.8M | 19k | 147.45 |
| 2022-12-31 | $2.6M | 18k | 141.79 |
| 2022-09-30 | $1.7M | 13k | 129.68 |
| 2022-06-30 | $214k | 1.8k | 121.87 |
| 2021-09-30 | $333k | 2.4k | 139.21 |
| 2021-06-30 | $334k | 2.4k | 140.99 |
| 2020-12-31 | $1.1M | 7.4k | 147.44 |
| 2020-09-30 | $1.0M | 7.4k | 139.90 |
| 2020-06-30 | $883k | 7.4k | 119.73 |
| 2020-03-31 | $898k | 7.9k | 113.67 |
| 2019-12-31 | $2.1M | 17k | 118.82 |
| 2019-09-30 | $2.2M | 19k | 117.55 |
| 2019-06-30 | $1.4M | 12k | 111.99 |
| 2019-03-31 | $1.3M | 13k | 97.55 |
| 2018-12-31 | $862k | 9.3k | 93.16 |