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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

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Vista Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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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
2024-03-31 $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