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Wal-Mart Stores shares owned by Wheelhouse Advisory Group

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Wheelhouse Advisory Group from 13F filings

Historical chart of Wheelhouse Advisory Group investment in Wal-Mart Stores

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

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Quarterly reported holdings in Wal-Mart Stores by Wheelhouse Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $356k 4.4k 80.75
2024-06-30 $311k 4.6k 68.08
2024-03-31 $324k 5.4k 60.17
2023-12-31 $277k 1.8k 157.68