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Wal-Mart Stores shares owned by Nelson Roberts Investment Advisors

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Nelson Roberts Investment Advisors from 13F filings

Historical chart of Nelson Roberts Investment Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Nelson Roberts Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Nelson Roberts Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $291k 1.8k 157.65
2023-09-30 $292k 1.8k 159.93
2019-09-30 $191k 1.6k 118.63
2019-06-30 $167k 1.5k 110.60
2019-03-31 $125k 1.3k 97.43
2018-12-31 $139k 1.5k 92.98
2018-09-30 $140k 1.5k 93.65
2018-06-30 $123k 1.4k 85.83
2018-03-31 $114k 1.3k 88.85
2017-12-31 $138k 1.4k 98.57
2017-09-30 $99k 1.3k 77.95
2017-06-30 $94k 1.2k 75.62
2017-03-31 $118k 1.6k 71.82
2016-12-31 $114k 1.6k 69.39
2016-09-30 $118k 1.6k 71.82
2016-06-30 $94k 1.3k 72.76
2016-03-31 $73k 1.1k 68.67
2015-12-31 $65k 1.1k 61.15
2015-09-30 $37k 563 65.72
2015-06-30 $40k 563 71.05
2015-03-31 $46k 563 81.71
2014-12-31 $91k 1.1k 85.61
2014-09-30 $81k 1.1k 76.20
2014-06-30 $70k 933 75.03
2014-03-31 $67k 880 76.14
2013-12-31 $59k 750 78.67
2013-09-30 $55k 750 73.33
2013-06-30 $56k 750 74.67