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

Beta Wealth Group, Inc. currently holds 6.5K shares with a market value of $670.6K. 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 $670.6K on 2025-09-30. At its lowest, it held 6.4K shares on 2025-06-30, with a value of $571.3K on 2025-03-31. In the recent 180 days, Beta Wealth Group, Inc. has decreased its shares by 2.