Wal-Mart Stores shares owned by Blue Bell Private Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Blue Bell Private Wealth Management
from 13F filings
Historical chart of Blue Bell Private Wealth Management investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv

Quarterly reported holdings in Wal-Mart Stores by Blue Bell Private Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $658k | 7.3k | 90.35 |
2024-09-30 | $595k | 7.4k | 80.75 |
2024-06-30 | $482k | 7.1k | 67.71 |
2024-03-31 | $428k | 7.1k | 60.17 |
2023-12-31 | $373k | 2.4k | 157.65 |
2023-09-30 | $360k | 2.3k | 159.93 |
2023-06-30 | $344k | 2.2k | 157.18 |
2023-03-31 | $239k | 1.6k | 147.45 |
2022-12-31 | $230k | 1.6k | 141.79 |
2022-09-30 | $210k | 1.6k | 129.55 |
2022-06-30 | $197k | 1.6k | 121.53 |
2022-03-31 | $331k | 2.2k | 148.83 |
2021-12-31 | $322k | 2.2k | 144.78 |
2016-09-30 | $186k | 2.6k | 72.20 |
2016-06-30 | $187k | 2.6k | 73.05 |
2016-03-31 | $175k | 2.6k | 68.36 |
2015-12-31 | $157k | 2.6k | 61.33 |
2015-09-30 | $166k | 2.6k | 64.84 |
2015-06-30 | $266k | 3.8k | 70.93 |
2015-03-31 | $308k | 3.8k | 82.13 |
2014-12-31 | $322k | 3.8k | 85.87 |
2014-09-30 | $287k | 3.8k | 76.53 |
2014-06-30 | $282k | 3.8k | 75.20 |
2014-03-31 | $287k | 3.8k | 76.53 |
2013-12-31 | $295k | 3.8k | 78.67 |
More positions owned by Blue Bell Private Wealth Management
View all positions for Blue Bell Private Wealth Management