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Wal-Mart Stores shares owned by Plante Moran Financial Advisors

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Plante Moran Financial Advisors from 13F filings

Historical chart of Plante Moran Financial Advisors investment in Wal-Mart Stores

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All positions including Wal-Mart Stores held by Plante Moran Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $330k 2.1k 157.64
2023-09-30 $388k 2.4k 159.92
2023-06-30 $390k 2.5k 157.17
2023-03-31 $367k 2.5k 147.44
2022-12-31 $362k 2.6k 141.78
2022-09-30 $327k 2.5k 129.87
2022-06-30 $341k 2.8k 121.70
2022-03-31 $427k 2.9k 149.04
2021-12-31 $464k 3.2k 144.77
2021-09-30 $478k 3.4k 139.32
2021-06-30 $378k 2.7k 140.99
2021-03-31 $522k 3.8k 135.94
2020-12-31 $545k 3.8k 144.03
2020-09-30 $613k 4.4k 139.83
2020-06-30 $512k 4.3k 119.85
2020-03-31 $543k 4.8k 113.65
2019-12-31 $622k 5.2k 118.82
2019-09-30 $634k 5.3k 118.70
2019-06-30 $676k 6.1k 110.48
2019-03-31 $514k 5.3k 97.59
2018-12-31 $491k 5.3k 93.22
2018-09-30 $455k 4.8k 93.97
2018-06-30 $539k 6.3k 85.66
2018-03-31 $524k 5.9k 89.02
2017-12-31 $556k 5.6k 98.76
2017-09-30 $437k 5.6k 78.09
2017-06-30 $409k 5.4k 75.64
2017-03-31 $426k 5.9k 72.00
2016-12-31 $442k 6.4k 69.07
2016-09-30 $408k 5.7k 72.17
2016-06-30 $246k 3.4k 73.15
2016-03-31 $210k 3.1k 68.45
2015-12-31 $365k 6.0k 61.34
2015-09-30 $426k 6.6k 64.89
2015-06-30 $482k 6.8k 70.92
2015-03-31 $621k 7.6k 82.25
2014-12-31 $633k 7.4k 85.84
2014-09-30 $448k 5.9k 76.46
2014-06-30 $475k 6.3k 75.04
2014-03-31 $342k 4.5k 76.49
2013-12-31 $343k 4.4k 78.69
2013-09-30 $322k 4.4k 73.87
2013-06-30 $324k 4.4k 74.45
2012-03-31 $310k 5.1k 61.23
2011-12-31 $301k 5.0k 59.67
2011-09-30 $301k 5.8k 51.95
2011-06-30 $317k 6.0k 53.18
2011-03-31 $308k 5.9k 52.04