Wal-Mart Stores shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.5M | 92k | 60.20 |
| 2023-12-31 | $4.8M | 30k | 157.65 |
| 2023-09-30 | $5.0M | 31k | 159.93 |
| 2023-06-30 | $5.7M | 36k | 157.17 |
| 2023-03-31 | $4.5B | 31k | 147447.76 |
| 2022-12-31 | $4.1B | 29k | 141790.60 |
| 2022-09-30 | $3.7M | 28k | 129.70 |
| 2022-06-30 | $2.5M | 21k | 121.82 |
| 2022-03-31 | $2.9M | 19k | 148.93 |
| 2021-12-31 | $2.7M | 19k | 144.47 |
| 2021-09-30 | $2.5M | 18k | 139.18 |
| 2021-06-30 | $2.0M | 17k | 114.13 |
| 2021-03-31 | $2.2M | 16k | 135.85 |
| 2020-12-31 | $1.8M | 13k | 144.99 |
| 2020-09-30 | $1.6M | 12k | 140.57 |
| 2020-06-30 | $1.3M | 11k | 119.83 |
| 2020-03-31 | $824k | 7.3k | 113.55 |
| 2019-12-31 | $855k | 7.2k | 118.80 |
| 2019-09-30 | $983k | 8.3k | 118.62 |
| 2019-06-30 | $822k | 7.4k | 110.48 |
| 2019-03-31 | $553k | 5.7k | 97.55 |
| 2018-12-31 | $529k | 5.7k | 93.08 |
| 2018-09-30 | $472k | 5.0k | 93.84 |
| 2018-06-30 | $384k | 4.5k | 85.71 |
| 2018-03-31 | $238k | 2.7k | 89.04 |
| 2017-12-31 | $204k | 2.1k | 98.60 |
| 2017-09-30 | $212k | 2.7k | 78.14 |