Wal-Mart Stores shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $6.6M | 46k | 144.15 |
| 2020-09-30 | $6.6M | 47k | 139.91 |
| 2020-06-30 | $5.6M | 47k | 119.79 |
| 2020-03-31 | $5.1M | 45k | 113.62 |
| 2019-12-31 | $5.1M | 43k | 118.84 |
| 2019-09-30 | $5.2M | 44k | 118.67 |
| 2019-06-30 | $4.9M | 44k | 110.48 |
| 2019-03-31 | $4.4M | 45k | 97.53 |
| 2018-12-31 | $4.0M | 43k | 93.16 |
| 2018-09-30 | $3.8M | 41k | 93.90 |
| 2018-06-30 | $3.4M | 40k | 85.66 |
| 2018-03-31 | $3.3M | 43k | 78.15 |
| 2017-12-31 | $4.1M | 41k | 98.74 |
| 2017-09-30 | $3.3M | 43k | 78.15 |
| 2017-06-30 | $3.1M | 41k | 75.69 |
| 2017-03-31 | $2.9M | 40k | 72.08 |
| 2016-12-31 | $2.4M | 35k | 69.11 |
| 2016-09-30 | $2.5M | 34k | 72.14 |
| 2016-06-30 | $2.6M | 35k | 73.01 |
| 2016-03-31 | $2.3M | 34k | 68.48 |
| 2015-12-31 | $1.6M | 25k | 61.29 |
| 2015-09-30 | $314k | 4.8k | 64.76 |
| 2015-06-30 | $357k | 5.0k | 71.00 |
| 2015-03-31 | $381k | 4.6k | 82.34 |
| 2014-12-31 | $419k | 4.9k | 85.91 |
| 2014-09-30 | $368k | 4.8k | 76.38 |
| 2014-06-30 | $362k | 4.8k | 75.13 |
| 2014-03-31 | $403k | 5.3k | 76.44 |
| 2013-12-31 | $388k | 4.9k | 78.73 |
More positions owned by SVA Plumb Wealth Management
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