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Wal-Mart Stores shares owned by Castle Wealth Management

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Castle Wealth Management from 13F filings

Historical chart of Castle Wealth Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Castle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Castle Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $631k 11k 60.37
2023-12-31 $586k 3.7k 158.19
2023-09-30 $510k 3.2k 159.95
2023-06-30 $513k 3.3k 157.18
2023-03-31 $490k 3.3k 148.03
2022-12-31 $495k 3.5k 142.33
2022-09-30 $526k 4.1k 129.59
2022-06-30 $400k 3.3k 121.69