Wal-Mart Stores shares owned by Alera Investment Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Alera Investment Advisors
from 13F filings
Historical chart of Alera Investment Advisors investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Alera Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wal-Mart Stores by Alera Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $379k | 6.3k | 60.19 |
2023-12-31 | $316k | 2.0k | 157.65 |
2023-09-30 | $318k | 2.0k | 159.93 |
2023-06-30 | $338k | 2.2k | 157.18 |
2023-03-31 | $314k | 2.1k | 147.46 |
2022-12-31 | $302k | 2.1k | 141.79 |
2022-09-30 | $278k | 2.1k | 133.33 |
2022-06-30 | $213k | 1.7k | 122.24 |
2022-03-31 | $292k | 2.0k | 148.53 |
2019-09-30 | $212k | 1.8k | 118.44 |
2019-03-31 | $166k | 1.7k | 97.70 |
2018-12-31 | $198k | 2.1k | 93.35 |