Wal-Mart Stores shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $517k | 5.0k | 103.08 |
| 2025-06-30 | $501k | 5.1k | 97.77 |
| 2025-03-31 | $423k | 4.8k | 87.78 |
| 2024-12-31 | $435k | 4.8k | 90.37 |
| 2024-09-30 | $349k | 4.3k | 80.76 |
| 2024-06-30 | $941k | 14k | 67.71 |
| 2024-03-31 | $806k | 13k | 60.17 |
| 2023-12-31 | $639k | 4.1k | 157.65 |
| 2023-09-30 | $547k | 3.4k | 159.95 |
| 2023-06-30 | $435k | 2.8k | 157.19 |
| 2023-03-31 | $383k | 2.6k | 147.44 |
| 2022-12-31 | $366k | 2.6k | 141.77 |
| 2022-09-30 | $373k | 2.9k | 129.65 |
| 2022-06-30 | $343k | 2.8k | 121.42 |
| 2022-03-31 | $436k | 2.8k | 154.34 |
| 2021-12-31 | $417k | 2.9k | 144.44 |
| 2021-09-30 | $437k | 3.1k | 139.35 |
| 2021-06-30 | $447k | 3.2k | 140.79 |
| 2021-03-31 | $566k | 4.2k | 136.29 |
| 2020-12-31 | $511k | 3.5k | 144.68 |
| 2020-09-30 | $495k | 3.5k | 139.91 |
| 2020-06-30 | $538k | 4.5k | 119.61 |
| 2020-03-31 | $427k | 3.7k | 114.17 |
| 2019-12-31 | $685k | 5.7k | 119.30 |
| 2019-09-30 | $453k | 3.8k | 118.46 |
| 2019-06-30 | $380k | 3.4k | 110.27 |
| 2019-03-31 | $305k | 3.1k | 97.79 |
| 2018-12-31 | $734k | 7.8k | 93.57 |
| 2018-09-30 | $602k | 6.4k | 93.90 |
| 2018-06-30 | $550k | 6.4k | 85.56 |
| 2018-03-31 | $617k | 6.9k | 89.36 |
| 2017-12-31 | $571k | 5.8k | 98.89 |
More positions owned by TRUE Private Wealth Advisors
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