Beta Wealth Group, Inc.'s ownership history for WMT

Beta Wealth Group, Inc. currently holds 6.3K shares with a market value of $702.6K. It started holding WMT on 2024-09-30. At its peak, it held 8.0K shares on 2024-09-30. Its highest holding value was $702.6K on 2025-12-31. At its lowest, it held 6.3K shares on 2025-12-31, with a value of $571.3K on 2025-03-31. In the recent 180 days, Beta Wealth Group, Inc. has decreased its shares by 104. In the recent year, Beta Wealth Group, Inc. has decreased its shares by 1.7K.