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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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Quarterly reported holdings in Wal-Mart Stores by Worth Financial Advisory Group

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