Wal-Mart Stores shares owned by Berman Capital Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Berman Capital Advisors
from 13F filings
Historical chart of Berman Capital Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Berman Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $855k | 6.2k | 136.99 |
| 2021-06-30 | $616k | 4.5k | 136.99 |
| 2021-03-31 | $404k | 3.6k | 111.11 |
| 2020-12-31 | $447k | 3.1k | 144.01 |
| 2020-09-30 | $379k | 2.8k | 136.36 |
| 2020-06-30 | $330k | 2.8k | 118.84 |
| 2020-03-31 | $306k | 2.7k | 113.40 |
| 2019-12-31 | $293k | 2.5k | 118.82 |
| 2019-09-30 | $293k | 2.5k | 118.48 |
| 2019-06-30 | $287k | 2.6k | 108.81 |
| 2019-03-31 | $211k | 2.2k | 95.89 |
| 2018-12-31 | $208k | 2.3k | 92.33 |
| 2018-09-30 | $158k | 1.7k | 93.77 |