Wal-Mart Stores shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.7M | 94k | 103.06 |
| 2025-06-30 | $8.9M | 91k | 97.78 |
| 2025-03-31 | $7.9M | 90k | 87.79 |
| 2024-12-31 | $7.9M | 88k | 90.34 |
| 2024-09-30 | $7.9M | 98k | 80.75 |
| 2024-06-30 | $6.4M | 95k | 67.71 |
| 2024-03-31 | $5.6M | 92k | 60.17 |
| 2023-12-31 | $5.3M | 34k | 157.64 |
| 2023-09-30 | $4.9M | 30k | 159.94 |
| 2022-09-30 | $261k | 2.0k | 129.44 |
| 2022-06-30 | $231k | 1.9k | 121.39 |