Wal-Mart Stores shares owned by Vista Wealth Management Group
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Vista Wealth Management Group
from 13F filings
Historical chart of Vista Wealth Management Group investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Vista Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $633k | 7.8k | 80.75 |
| 2024-06-30 | $488k | 7.2k | 67.71 |
| 2024-03-31 | $297k | 4.9k | 60.17 |
| 2023-12-31 | $260k | 1.6k | 157.69 |
| 2023-09-30 | $267k | 1.7k | 159.91 |
| 2023-06-30 | $246k | 1.6k | 157.15 |
| 2023-03-31 | $231k | 1.6k | 147.43 |
| 2022-12-31 | $277k | 2.0k | 141.77 |
| 2022-09-30 | $217k | 1.6k | 139.64 |
| 2022-03-31 | $252k | 1.7k | 148.94 |
| 2021-12-31 | $239k | 1.6k | 144.94 |
| 2021-09-30 | $257k | 1.8k | 139.14 |
| 2021-06-30 | $239k | 1.7k | 140.92 |
| 2021-03-31 | $227k | 1.7k | 135.52 |
| 2020-09-30 | $224k | 1.6k | 140.00 |
More positions owned by Vista Wealth Management Group
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