Wal-Mart Stores shares owned by YorkBridge Wealth Partners
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by YorkBridge Wealth Partners
from 13F filings
Historical chart of YorkBridge Wealth Partners investment in Wal-Mart Stores
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All positions including Wal-Mart Stores held by YorkBridge Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wal-Mart Stores by YorkBridge Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $1.1M | 7.5k | 141.78 |
| 2022-09-30 | $981k | 7.6k | 129.71 |
| 2022-06-30 | $893k | 7.3k | 121.65 |
| 2022-03-31 | $1.2M | 8.1k | 148.97 |
| 2021-12-31 | $1.2M | 8.1k | 144.74 |
| 2021-09-30 | $1.1M | 8.0k | 139.38 |
| 2021-06-30 | $1.1M | 7.8k | 141.03 |
| 2021-03-31 | $1.2M | 9.0k | 135.86 |
| 2020-12-31 | $1.3M | 9.0k | 144.13 |
| 2020-09-30 | $1.3M | 9.0k | 139.96 |
| 2020-06-30 | $715k | 6.0k | 119.83 |
| 2020-03-31 | $685k | 6.0k | 113.58 |
| 2019-12-31 | $562k | 4.7k | 118.79 |
| 2019-09-30 | $537k | 4.5k | 118.78 |
| 2019-06-30 | $522k | 4.7k | 110.57 |
| 2019-03-31 | $460k | 4.7k | 97.44 |
| 2018-12-31 | $384k | 4.1k | 93.18 |
| 2018-09-30 | $408k | 4.3k | 94.42 |
| 2018-06-30 | $369k | 4.3k | 85.59 |
| 2018-03-31 | $389k | 4.6k | 85.38 |
| 2017-12-31 | $456k | 4.6k | 100.09 |
| 2017-09-30 | $318k | 4.1k | 78.23 |
| 2017-06-30 | $338k | 4.5k | 75.45 |
| 2017-03-31 | $339k | 4.5k | 75.42 |
| 2016-12-31 | $459k | 6.4k | 71.20 |
More positions owned by YorkBridge Wealth Partners
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