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
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Wheelhouse Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly 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 |