Wal-Mart Stores shares owned by Wealthsource Partners
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.2M | 7.4k | 157.65 |
| 2023-09-30 | $1.2M | 7.6k | 159.92 |
| 2023-06-30 | $1.2M | 7.6k | 157.18 |
| 2023-03-31 | $1.1M | 7.4k | 147.45 |
| 2022-12-31 | $1.1M | 7.6k | 141.79 |
| 2022-09-30 | $1.3M | 10k | 129.73 |
| 2022-06-30 | $1.2M | 9.8k | 121.61 |
| 2022-03-31 | $1.5M | 9.8k | 148.88 |
| 2021-12-31 | $1.2M | 8.2k | 144.64 |
| 2021-09-30 | $1.2M | 8.4k | 139.39 |
| 2021-06-30 | $1.0M | 7.4k | 141.02 |
| 2021-03-31 | $1.2M | 9.0k | 135.84 |
| 2020-12-31 | $716k | 5.0k | 144.09 |
| 2020-09-30 | $686k | 4.9k | 139.91 |
| 2020-06-30 | $575k | 4.8k | 119.79 |
| 2020-03-31 | $773k | 6.8k | 113.66 |
| 2019-12-31 | $779k | 6.6k | 118.88 |
| 2019-09-30 | $803k | 6.8k | 118.63 |
| 2019-06-30 | $878k | 7.9k | 110.50 |
| 2019-03-31 | $901k | 9.2k | 97.51 |
| 2018-12-31 | $952k | 10k | 93.14 |
| 2018-09-30 | $894k | 9.5k | 93.96 |
| 2018-06-30 | $891k | 10k | 85.67 |
| 2018-03-31 | $1.1M | 15k | 72.07 |
| 2017-12-31 | $998k | 10k | 98.70 |
| 2017-09-30 | $1.2M | 15k | 78.11 |
| 2017-06-30 | $1.2M | 15k | 75.70 |
| 2017-03-31 | $1.1M | 15k | 72.07 |
| 2016-12-31 | $1.0M | 15k | 69.12 |
| 2016-09-30 | $1.1M | 15k | 72.12 |
| 2016-06-30 | $783k | 11k | 72.99 |
| 2016-03-31 | $626k | 9.1k | 68.48 |