Wal-Mart Stores shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Wal-Mart Stores
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.2M | 19k | 60.17 |
2023-12-31 | $966k | 6.1k | 157.64 |
2023-09-30 | $984k | 6.2k | 159.92 |
2023-06-30 | $967k | 6.2k | 157.17 |
2023-03-31 | $925k | 6.3k | 147.45 |
2022-12-31 | $884k | 6.2k | 141.80 |
2022-09-30 | $800k | 6.2k | 129.66 |
2022-06-30 | $714k | 5.9k | 121.55 |
2022-03-31 | $1.1M | 7.5k | 148.97 |
2021-12-31 | $1.1M | 7.5k | 144.76 |
2021-09-30 | $1.0M | 7.5k | 139.38 |
2021-06-30 | $1.1M | 7.5k | 140.95 |
2021-03-31 | $995k | 7.3k | 135.78 |
2020-12-31 | $864k | 6.0k | 144.07 |
2020-09-30 | $620k | 4.4k | 139.86 |
2020-06-30 | $527k | 4.4k | 119.85 |
2020-03-31 | $493k | 4.3k | 113.65 |
2019-12-31 | $516k | 516 | 1000.00 |
2019-09-30 | $510k | 4.3k | 118.66 |
2019-06-30 | $624k | 5.7k | 110.42 |
2019-03-31 | $551k | 5.6k | 97.57 |
2017-12-31 | $498k | 5.0k | 100.24 |
2017-06-30 | $442k | 5.8k | 76.14 |
2013-12-31 | $3.0k | 43 | 69.77 |
2013-09-30 | $3.0k | 43 | 69.77 |
2012-03-31 | $21k | 350 | 60.00 |
More positions owned by Institute For Wealth Management
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