Wal-Mart Stores shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $2.7M | 17k | 159.93 |
| 2023-06-30 | $2.6M | 16k | 157.18 |
| 2023-03-31 | $2.3M | 16k | 147.45 |
| 2022-12-31 | $2.3M | 16k | 141.79 |
| 2022-09-30 | $2.0M | 16k | 129.73 |
| 2022-06-30 | $1.7M | 14k | 121.61 |
| 2022-03-31 | $2.1M | 14k | 148.90 |
| 2021-12-31 | $2.7M | 19k | 144.68 |
| 2021-09-30 | $2.6M | 19k | 139.38 |
| 2021-06-30 | $2.7M | 19k | 141.02 |
| 2021-03-31 | $2.1M | 15k | 139.56 |
| 2020-12-31 | $2.2M | 15k | 144.15 |
| 2020-09-30 | $2.1M | 15k | 139.91 |
| 2020-06-30 | $1.9M | 16k | 119.76 |
| 2020-03-31 | $1.9M | 17k | 113.62 |
| 2019-12-31 | $2.1M | 18k | 118.85 |
| 2019-09-30 | $2.2M | 18k | 118.66 |
| 2019-06-30 | $2.0M | 18k | 110.50 |
| 2019-03-31 | $1.9M | 20k | 97.54 |
| 2018-12-31 | $1.9M | 20k | 93.14 |
| 2018-09-30 | $2.0M | 21k | 93.89 |
| 2018-06-30 | $1.7M | 20k | 85.67 |
| 2018-03-31 | $2.0M | 23k | 88.95 |
| 2017-12-31 | $2.3M | 24k | 98.75 |
| 2017-09-30 | $1.8M | 24k | 78.16 |
| 2017-06-30 | $1.9M | 25k | 75.69 |
| 2017-03-31 | $1.7M | 24k | 72.07 |
| 2016-12-31 | $1.6M | 23k | 69.14 |
| 2016-09-30 | $1.5M | 21k | 72.12 |
| 2016-06-30 | $1.3M | 18k | 73.04 |
| 2016-03-31 | $1.2M | 17k | 68.50 |
| 2015-12-31 | $1.0M | 16k | 61.28 |
| 2015-09-30 | $729k | 11k | 64.84 |
| 2015-06-30 | $800k | 11k | 70.90 |
| 2015-03-31 | $944k | 12k | 82.28 |