Wal-Mart Stores shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wal-Mart Stores by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $28M | 180k | 157.65 |
| 2023-09-30 | $29M | 180k | 159.93 |
| 2023-06-30 | $30M | 188k | 157.18 |
| 2023-03-31 | $28M | 186k | 147.45 |
| 2022-12-31 | $25M | 176k | 141.79 |
| 2022-09-30 | $22M | 170k | 129.70 |
| 2022-06-30 | $19M | 158k | 121.58 |
| 2022-03-31 | $19M | 130k | 148.92 |
| 2021-12-31 | $17M | 120k | 144.69 |
| 2021-09-30 | $16M | 111k | 139.38 |
| 2021-06-30 | $15M | 106k | 141.02 |
| 2021-03-31 | $12M | 91k | 135.83 |
| 2020-12-31 | $10M | 71k | 144.15 |
| 2020-09-30 | $10M | 72k | 139.91 |
| 2020-06-30 | $8.6M | 3.7k | 2295.36 |
| 2020-03-31 | $6.6M | 58k | 113.62 |
| 2019-12-31 | $5.2M | 44k | 118.84 |
| 2019-09-30 | $4.6M | 39k | 118.67 |
| 2019-06-30 | $3.9M | 35k | 110.49 |
| 2019-03-31 | $3.4M | 35k | 97.53 |
| 2018-12-31 | $2.8M | 30k | 93.13 |
| 2018-09-30 | $2.6M | 28k | 93.91 |
| 2018-06-30 | $2.1M | 25k | 85.75 |
| 2018-03-31 | $2.1M | 24k | 88.90 |
| 2017-12-31 | $2.1M | 21k | 99.03 |
| 2017-09-30 | $1.6M | 20k | 78.10 |
| 2017-06-30 | $1.4M | 19k | 75.58 |
| 2017-03-31 | $1.3M | 18k | 72.18 |
| 2016-12-31 | $1.1M | 16k | 69.30 |
| 2016-09-30 | $925k | 13k | 71.97 |
| 2016-06-30 | $847k | 12k | 72.97 |
| 2016-03-31 | $669k | 9.8k | 68.62 |
| 2015-12-31 | $527k | 8.6k | 61.28 |
| 2015-09-30 | $504k | 7.8k | 64.60 |
| 2015-06-30 | $522k | 7.4k | 70.88 |
| 2015-03-31 | $596k | 7.3k | 82.04 |
| 2014-12-31 | $590k | 6.9k | 86.01 |
| 2014-09-30 | $510k | 6.7k | 76.58 |
| 2014-06-30 | $516k | 6.9k | 75.22 |
| 2014-03-31 | $524k | 6.9k | 76.38 |
| 2013-12-31 | $540k | 6.9k | 78.72 |