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Wal-Mart Stores shares owned by Bell & Brown Wealth Advisors

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Bell & Brown Wealth Advisors from 13F filings

Historical chart of Bell & Brown Wealth Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Bell & Brown Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Bell & Brown Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.0M 19k 157.66
2023-06-30 $3.0M 19k 157.19
2023-03-31 $2.8M 19k 147.45
2022-12-31 $2.7M 19k 141.79
2022-09-30 $2.4M 19k 129.67
2022-06-30 $2.3M 19k 121.59
2022-03-31 $2.7M 18k 148.94
2021-12-31 $2.4M 18k 137.89
2021-09-30 $2.1M 15k 139.39
2020-09-30 $1.8M 13k 144.23
2020-06-30 $1.7M 13k 129.27
2020-03-31 $1.6M 13k 123.50
2019-12-31 $1.5M 13k 115.08
2019-09-30 $1.5M 13k 117.83
2019-06-30 $1.4M 13k 110.46
2019-03-31 $1.2M 13k 97.56
2018-12-31 $3.1M 34k 93.14
2018-09-30 $1.2M 12k 100.31
2018-06-30 $997k 12k 85.68
2018-03-31 $933k 11k 86.89
2017-12-31 $1.0M 10k 98.74