Wal-Mart Stores shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Moneta Group Investment 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 Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.8M | 31k | 157.65 |
| 2023-09-30 | $4.8M | 30k | 159.93 |
| 2023-06-30 | $4.5M | 29k | 157.18 |
| 2023-03-31 | $3.5M | 24k | 147.45 |
| 2022-12-31 | $3.2B | 23M | 141.79 |
| 2022-09-30 | $2.6M | 20k | 129.70 |
| 2022-06-30 | $2.6M | 22k | 121.58 |
| 2022-03-31 | $3.0M | 20k | 148.92 |
| 2021-12-31 | $2.6M | 18k | 144.69 |
| 2021-09-30 | $2.0M | 15k | 139.38 |
| 2021-06-30 | $1.9M | 14k | 141.02 |
| 2021-03-31 | $1.9M | 14k | 135.83 |
| 2020-12-31 | $1.5M | 11k | 144.15 |
| 2020-09-30 | $760k | 5.4k | 139.91 |
| 2020-06-30 | $1.1M | 9.2k | 119.78 |
| 2020-03-31 | $797k | 7.0k | 113.61 |
| 2019-12-31 | $954k | 8.0k | 118.83 |
| 2019-09-30 | $1.0M | 8.4k | 118.69 |
| 2019-06-30 | $534k | 101k | 5.28 |
| 2019-03-31 | $545k | 11k | 51.56 |
| 2018-12-31 | $733k | 7.9k | 93.15 |
| 2018-09-30 | $1.0M | 11k | 93.91 |
| 2018-06-30 | $1.5M | 78k | 18.71 |
| 2018-03-31 | $397k | 4.5k | 88.91 |
| 2017-12-31 | $102k | 1.0k | 98.65 |
| 2016-06-30 | $397k | 5.4k | 72.98 |
| 2016-03-31 | $302k | 4.4k | 68.39 |
| 2015-09-30 | $583k | 9.0k | 64.88 |
| 2015-06-30 | $610k | 8.6k | 70.92 |
| 2014-12-31 | $331k | 3.9k | 85.86 |
| 2014-09-30 | $350k | 4.6k | 76.42 |
| 2014-06-30 | $328k | 4.3k | 76.46 |
| 2014-03-31 | $328k | 4.3k | 76.46 |
| 2013-12-31 | $359k | 4.6k | 78.78 |
| 2013-09-30 | $328k | 4.4k | 74.01 |
| 2013-06-30 | $317k | 4.3k | 74.47 |
| 2013-03-31 | $309k | 4.1k | 74.78 |
| 2012-12-31 | $328k | 4.8k | 68.23 |
| 2012-09-30 | $397k | 5.4k | 73.86 |
| 2012-06-30 | $397k | 5.7k | 69.65 |
| 2012-03-31 | $355k | 5.8k | 61.21 |
| 2011-12-31 | $335k | 5.3k | 63.51 |
| 2011-09-30 | $273k | 5.3k | 51.93 |
| 2011-06-30 | $282k | 5.5k | 51.52 |
| 2011-03-31 | $282k | 5.5k | 51.52 |
| 2010-12-31 | $293k | 5.5k | 53.53 |
More positions owned by Moneta Group Investment Advisors
View all positions for Moneta Group Investment Advisors