Wal-Mart Stores shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.7M | 161k | 60.17 |
| 2023-12-31 | $8.4M | 53k | 157.65 |
| 2023-09-30 | $8.2M | 51k | 159.93 |
| 2023-06-30 | $8.1M | 52k | 157.18 |
| 2023-03-31 | $7.6M | 51k | 147.45 |
| 2022-12-31 | $7.3M | 52k | 141.79 |
| 2022-09-30 | $6.8M | 52k | 129.71 |
| 2022-06-30 | $7.7M | 63k | 121.58 |
| 2022-03-31 | $8.2M | 55k | 148.92 |
| 2021-12-31 | $7.9M | 54k | 144.68 |
| 2021-09-30 | $7.4M | 53k | 139.38 |
| 2021-06-30 | $7.5M | 53k | 141.02 |
| 2021-03-31 | $7.0M | 51k | 135.82 |
| 2020-12-31 | $5.6M | 39k | 144.15 |
| 2020-09-30 | $5.3M | 38k | 139.90 |
| 2020-06-30 | $4.5M | 38k | 119.79 |
| 2020-03-31 | $4.4M | 39k | 113.61 |
| 2019-12-31 | $3.8M | 32k | 118.85 |
| 2019-09-30 | $3.7M | 32k | 118.68 |
| 2019-06-30 | $3.4M | 31k | 110.49 |
| 2019-03-31 | $3.0M | 31k | 97.52 |
| 2018-12-31 | $2.9M | 31k | 93.16 |
| 2018-09-30 | $2.1M | 22k | 93.89 |
| 2018-06-30 | $1.8M | 21k | 85.65 |