Wal-Mart Stores shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $359k | 6.0k | 59.84 |
| 2023-12-31 | $303k | 1.9k | 163.21 |
| 2023-09-30 | $276k | 1.7k | 160.74 |
| 2023-06-30 | $245k | 1.6k | 157.15 |
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