Wal-Mart Stores shares owned by Wealth Management Partners
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Wealth Management Partners
from 13F filings
Historical chart of Wealth Management Partners investment in Wal-Mart Stores
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All positions including Wal-Mart Stores held by Wealth Management Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.2M | 15k | 80.75 |
2024-06-30 | $993k | 15k | 67.71 |
2024-03-31 | $841k | 14k | 60.17 |
2023-12-31 | $703k | 4.5k | 157.64 |
2023-09-30 | $710k | 4.4k | 159.92 |
2023-06-30 | $602k | 3.8k | 157.17 |
2023-03-31 | $471k | 3.2k | 147.43 |
2022-12-31 | $418k | 3.0k | 139.17 |
2022-09-30 | $343k | 3.0k | 114.33 |
2022-06-30 | $290k | 2.0k | 145.00 |
2022-03-31 | $331k | 2.0k | 165.50 |
2021-12-31 | $321k | 2.0k | 160.50 |
2021-09-30 | $316k | 2.3k | 139.33 |
2021-06-30 | $339k | 2.4k | 141.02 |
2021-03-31 | $336k | 2.4k | 139.77 |
2020-12-31 | $340k | 2.3k | 147.57 |
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