Wal-Mart Stores shares owned by Baystate Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Baystate Wealth Management
from 13F filings
Historical chart of Baystate Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Baystate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.0M | 13k | 157.65 |
| 2023-09-30 | $2.0M | 13k | 159.94 |
| 2023-06-30 | $7.1M | 45k | 157.18 |
| 2023-03-31 | $1.8M | 12k | 147.46 |
| 2022-12-31 | $1.7M | 12k | 141.78 |
| 2022-09-30 | $1.6M | 12k | 129.69 |
| 2022-06-30 | $1.5M | 12k | 121.62 |
| 2022-03-31 | $1.8M | 12k | 148.95 |
| 2021-12-31 | $1.8M | 12k | 144.68 |
| 2021-09-30 | $1.7M | 12k | 139.37 |
| 2021-06-30 | $1.7M | 12k | 141.01 |
| 2021-03-31 | $1.7M | 12k | 135.83 |
| 2020-12-31 | $1.7M | 12k | 144.17 |
| 2020-09-30 | $1.7M | 12k | 139.95 |
| 2020-06-30 | $1.4M | 12k | 119.79 |
| 2020-03-31 | $1.3M | 12k | 113.63 |
| 2019-12-31 | $1.3M | 11k | 118.83 |
| 2019-09-30 | $1.3M | 11k | 118.67 |
| 2019-06-30 | $1.2M | 11k | 110.58 |
| 2019-03-31 | $1.1M | 11k | 103.54 |
| 2018-12-31 | $1.0M | 10k | 97.77 |
| 2018-09-30 | $1.0M | 11k | 95.72 |
| 2018-06-30 | $937k | 11k | 86.51 |
| 2018-03-31 | $922k | 11k | 86.07 |
| 2017-12-31 | $1.1M | 11k | 105.44 |
| 2017-09-30 | $849k | 11k | 80.56 |
| 2017-06-30 | $800k | 11k | 76.33 |
| 2017-03-31 | $765k | 10k | 73.44 |
| 2016-12-31 | $562k | 8.1k | 69.08 |
| 2016-09-30 | $536k | 7.4k | 72.16 |
| 2016-06-30 | $533k | 7.3k | 73.07 |
| 2016-03-31 | $493k | 7.2k | 68.46 |
| 2013-06-30 | $18k | 244 | 73.77 |
| 2012-12-31 | $17k | 241 | 70.26 |
More positions owned by Baystate Wealth Management
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