Wal-Mart Stores shares owned by Worth Financial Advisory Group
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Worth Financial Advisory Group
from 13F filings
Historical chart of Worth Financial Advisory Group investment in Wal-Mart Stores
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All positions including Wal-Mart Stores held by Worth Financial Advisory Group 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 | $697k | 8.6k | 80.75 |
2024-06-30 | $610k | 9.0k | 67.71 |
2024-03-31 | $515k | 8.6k | 60.17 |
2023-12-31 | $440k | 2.8k | 157.66 |
2023-09-30 | $452k | 2.8k | 159.94 |
2023-06-30 | $459k | 2.9k | 157.19 |
2023-03-31 | $439k | 3.0k | 147.44 |
2022-12-31 | $401k | 2.8k | 141.77 |
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