Wal-Mart Stores shares owned by YHB Investment Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by YHB Investment Advisors
from 13F filings
Historical chart of YHB Investment Advisors investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by YHB Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wal-Mart Stores by YHB Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $5.3M | 87k | 60.17 |
2023-12-31 | $4.8M | 30k | 157.65 |
2023-09-30 | $9.7M | 61k | 159.93 |
2023-06-30 | $4.7M | 30k | 157.18 |
2023-03-31 | $4.4M | 30k | 147.45 |
2022-12-31 | $4.1M | 29k | 141.79 |
2022-09-30 | $3.8M | 29k | 129.69 |
2022-06-30 | $2.8M | 23k | 121.60 |
2022-03-31 | $3.4M | 23k | 148.94 |
2021-12-31 | $3.2M | 22k | 144.69 |
2021-09-30 | $2.9M | 21k | 139.39 |
2021-06-30 | $2.8M | 20k | 141.03 |
2021-03-31 | $2.8M | 20k | 140.63 |
2020-12-31 | $2.6M | 18k | 144.15 |
2020-09-30 | $2.5M | 18k | 139.92 |
2020-06-30 | $2.3M | 19k | 119.80 |
2020-03-31 | $2.1M | 19k | 113.64 |
2019-12-31 | $2.1M | 18k | 118.82 |
2019-09-30 | $2.1M | 17k | 118.68 |
2019-06-30 | $1.8M | 17k | 110.50 |
2019-03-31 | $1.7M | 17k | 97.52 |
2018-12-31 | $1.5M | 16k | 93.15 |
2018-09-30 | $1.5M | 16k | 93.94 |
2018-06-30 | $1.4M | 16k | 85.67 |
2018-03-31 | $1.4M | 16k | 88.97 |
2017-12-31 | $1.5M | 16k | 98.73 |
2017-09-30 | $1.2M | 15k | 78.16 |
2017-06-30 | $1.2M | 15k | 75.67 |
2017-03-31 | $1.1M | 15k | 75.16 |
2016-12-31 | $1.0M | 15k | 69.09 |
2016-09-30 | $1.1M | 15k | 72.13 |
2016-06-30 | $1.6M | 22k | 73.02 |
2016-03-31 | $1.1M | 16k | 68.46 |
2015-12-31 | $1.0M | 17k | 61.31 |
2015-09-30 | $950k | 15k | 64.86 |
2015-06-30 | $1.5M | 21k | 70.91 |
2015-03-31 | $2.6M | 31k | 82.25 |
2014-12-31 | $2.8M | 33k | 85.88 |
2014-09-30 | $4.2M | 55k | 76.47 |
2014-06-30 | $4.2M | 56k | 75.07 |
2014-03-31 | $4.3M | 56k | 76.43 |
2013-12-31 | $4.2M | 53k | 78.70 |
2013-09-30 | $4.1M | 56k | 73.97 |
2013-06-30 | $4.2M | 56k | 74.49 |
2013-03-31 | $4.1M | 54k | 74.84 |
2012-12-31 | $3.5M | 51k | 68.22 |
2012-09-30 | $3.5M | 48k | 73.81 |
2012-06-30 | $3.3M | 47k | 69.72 |
2012-03-31 | $3.5M | 58k | 61.20 |
2011-12-31 | $3.6M | 59k | 59.77 |
2011-09-30 | $3.1M | 60k | 51.90 |
2011-06-30 | $3.2M | 60k | 53.14 |
2003-06-30 | $1.4M | 26k | 53.69 |
2002-09-30 | $1.2M | 24k | 49.22 |
2002-06-30 | $1.2M | 22k | 55.00 |
2002-03-31 | $1.0M | 17k | 61.33 |
2001-09-30 | $745k | 15k | 49.50 |
2001-06-30 | $711k | 15k | 48.78 |
2001-03-31 | $612k | 12k | 50.47 |
2000-09-30 | $702k | 15k | 48.14 |
2000-06-30 | $840k | 15k | 57.61 |
2000-03-31 | $790k | 14k | 56.51 |