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Wal-Mart Stores shares owned by KWB Wealth

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

Historical chart of KWB Wealth investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by KWB Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 21k 60.17
2023-12-31 $1.2M 7.4k 157.65
2023-09-30 $501k 3.2k 157.19
2023-06-30 $544k 3.5k 157.16
2023-03-31 $472k 3.3k 141.79
2022-12-31 $460k 3.2k 141.79
2022-09-30 $407k 3.1k 129.62
2022-06-30 $426k 3.5k 121.58
2022-03-31 $486k 3.4k 144.82
2021-12-31 $486k 3.4k 144.82
2021-09-30 $519k 3.7k 139.44
2021-06-30 $496k 3.7k 135.74
2021-03-31 $496k 3.7k 135.74
2020-12-31 $396k 2.7k 144.21