Wal-Mart Stores shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $17M | 107k | 157.65 |
| 2023-09-30 | $16M | 101k | 159.93 |
| 2023-06-30 | $15M | 93k | 157.18 |
| 2023-03-31 | $13M | 88k | 147.45 |
| 2022-12-31 | $13M | 91k | 141.79 |
| 2022-09-30 | $11M | 86k | 129.70 |
| 2022-06-30 | $10M | 83k | 121.58 |
| 2022-03-31 | $12M | 82k | 148.92 |
| 2021-12-31 | $12M | 83k | 144.69 |
| 2021-09-30 | $11M | 81k | 139.37 |
| 2021-06-30 | $9.6M | 68k | 141.01 |
| 2021-03-31 | $10M | 77k | 135.83 |
| 2020-12-31 | $10M | 69k | 144.15 |
| 2020-09-30 | $7.4M | 53k | 139.91 |
| 2020-06-30 | $6.4M | 53k | 119.78 |
| 2020-03-31 | $4.9M | 43k | 113.63 |
| 2019-12-31 | $5.0M | 42k | 118.84 |
| 2019-09-30 | $2.4M | 21k | 118.70 |
| 2019-06-30 | $2.5M | 23k | 110.50 |
| 2019-03-31 | $1.8M | 19k | 97.51 |
| 2018-12-31 | $1.7M | 18k | 93.17 |
| 2018-09-30 | $1.4M | 15k | 93.90 |
| 2018-06-30 | $1.3M | 15k | 85.66 |
| 2018-03-31 | $1.3M | 15k | 88.96 |
| 2017-12-31 | $1.3M | 13k | 98.78 |
| 2017-09-30 | $407k | 5.2k | 78.22 |
| 2017-06-30 | $341k | 4.5k | 75.73 |
| 2017-03-31 | $290k | 4.0k | 72.09 |
| 2016-12-31 | $317k | 4.6k | 69.21 |
| 2016-09-30 | $311k | 4.3k | 72.07 |
| 2016-06-30 | $300k | 4.1k | 72.90 |
| 2016-03-31 | $279k | 4.1k | 68.48 |
| 2015-12-31 | $330k | 5.4k | 61.29 |
| 2015-09-30 | $369k | 5.7k | 64.87 |
| 2015-06-30 | $1.1M | 15k | 70.96 |
| 2015-03-31 | $416k | 5.1k | 82.20 |
| 2014-12-31 | $282k | 3.3k | 85.77 |
| 2014-09-30 | $276k | 3.6k | 76.39 |
| 2014-06-30 | $252k | 3.4k | 75.04 |
| 2014-03-31 | $272k | 3.6k | 76.51 |
| 2013-12-31 | $307k | 3.9k | 78.76 |
| 2013-09-30 | $308k | 4.2k | 73.91 |
| 2013-06-30 | $283k | 3.8k | 74.40 |
| 2013-03-31 | $384k | 5.1k | 74.90 |
| 2012-12-31 | $342k | 5.0k | 68.20 |
| 2012-09-30 | $474k | 6.4k | 73.75 |
| 2012-06-30 | $447k | 6.4k | 69.73 |
| 2012-03-31 | $387k | 6.3k | 61.14 |
| 2011-12-31 | $419k | 7.0k | 59.74 |
| 2011-09-30 | $375k | 7.2k | 51.92 |
| 2011-06-30 | $369k | 6.9k | 53.19 |