Ownership history in Towerpoint Wealth, LLC · 22 quarters on record
This page tracks every 13F SEC filing in which Towerpoint Wealth, LLC reported a position in WALMART INC (WMT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 18,780 | +7 | +0.0% | 0.83% | $2.1M | $111.18 |
| 2025 Q3 | REDUCED | 18,773 | -112 | -0.6% | 0.79% | $1.9M | $102.64 |
| 2025 Q2 | ADDED | 18,885 | +298 | +1.6% | 0.82% | $1.8M | $97.15 |
| 2025 Q1 | REDUCED | 18,587 | -541 | -2.8% | 0.81% | $1.6M | $87.02 |
| 2024 Q4 | UNCHANGED | 19,128 | — | 0% | 0.85% | $1.7M | $89.31 |
| 2024 Q3 | ADDED | 19,128 | +8 | +0.0% | 0.73% | $1.5M | $79.64 |
| 2024 Q2 | REDUCED | 19,120 | -644 | -3.3% | 0.65% | $1.3M | $66.59 |
| 2024 Q1 | ADDED | 19,764 | +13,180 | +200.2% | 0.60% | $1.2M | $58.97 |
| 2023 Q4 | UNCHANGED | 6,584 | — | 0% | 0.57% | $1.0M | $51.33 |
| 2023 Q3 | REDUCED | 6,584 | -196 | -2.9% | 0.63% | $1.1M | $51.88 |
As of 2025 Q4 — sorted by position size