Wal-Mart Stores shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.9M | 32k | 60.17 |
| 2023-12-31 | $1.7M | 11k | 157.65 |
| 2023-09-30 | $1.7M | 11k | 159.93 |
| 2023-06-30 | $1.7M | 11k | 157.18 |
| 2023-03-31 | $1.6M | 11k | 147.45 |
| 2022-12-31 | $1.5M | 11k | 141.79 |
| 2022-09-30 | $1.4M | 11k | 129.69 |
| 2022-06-30 | $1.4M | 12k | 121.54 |
| 2022-03-31 | $1.6M | 11k | 148.94 |
| 2021-12-31 | $1.9M | 13k | 144.69 |
| 2021-09-30 | $10M | 74k | 139.38 |
| 2021-06-30 | $10M | 72k | 141.02 |
| 2021-03-31 | $8.4M | 62k | 135.83 |
| 2020-12-31 | $8.4M | 58k | 144.16 |