Wal-Mart Stores shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.1M | 63k | 80.75 |
| 2024-06-30 | $4.3M | 64k | 67.71 |
| 2024-03-31 | $3.9M | 65k | 60.17 |
| 2023-12-31 | $3.6M | 23k | 157.65 |
| 2023-09-30 | $4.0M | 25k | 159.93 |
| 2023-06-30 | $4.6M | 29k | 157.18 |
| 2023-03-31 | $4.3M | 29k | 147.45 |
| 2022-12-31 | $4.2M | 29k | 141.79 |
| 2022-09-30 | $3.8M | 29k | 129.69 |
| 2022-06-30 | $5.4M | 44k | 121.59 |
| 2022-03-31 | $7.0M | 47k | 148.93 |
| 2021-12-31 | $5.9M | 41k | 144.70 |
| 2021-09-30 | $4.9M | 35k | 139.37 |
| 2021-06-30 | $5.0M | 35k | 141.02 |
| 2021-03-31 | $4.8M | 36k | 135.83 |
| 2020-12-31 | $1.4M | 9.4k | 144.06 |
| 2020-09-30 | $1.1M | 7.6k | 139.81 |
| 2020-06-30 | $496k | 4.1k | 119.69 |
| 2020-03-31 | $442k | 3.9k | 113.39 |
| 2019-12-31 | $956k | 8.0k | 118.79 |
| 2019-09-30 | $955k | 8.0k | 118.66 |
| 2019-06-30 | $889k | 8.0k | 110.46 |
| 2019-03-31 | $784k | 8.0k | 97.42 |
More positions owned by Xcel Wealth Management
Home Depot (HD)
View all positions for Xcel Wealth Management