Wal-Mart Stores shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
from 13F filings
Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.8M | 43k | 90.35 |
| 2024-09-30 | $3.2M | 40k | 80.75 |
| 2024-06-30 | $2.1M | 32k | 67.71 |
| 2024-03-31 | $2.0M | 33k | 60.17 |
| 2023-12-31 | $1.4M | 8.7k | 157.65 |
| 2023-09-30 | $1.5M | 9.1k | 159.93 |
| 2023-06-30 | $1.2M | 7.8k | 157.17 |
| 2023-03-31 | $1.1M | 7.4k | 147.45 |
| 2022-12-31 | $1.0M | 7.3k | 141.78 |
| 2022-09-30 | $1.1M | 8.3k | 129.73 |
| 2022-06-30 | $923k | 7.6k | 121.58 |
| 2022-03-31 | $852k | 5.7k | 148.87 |
| 2021-12-31 | $1.1M | 7.9k | 144.63 |
| 2021-09-30 | $1.1M | 7.9k | 139.35 |
| 2021-06-30 | $940k | 6.7k | 141.04 |
| 2021-03-31 | $863k | 6.4k | 135.88 |
| 2020-12-31 | $737k | 5.1k | 144.11 |
| 2020-09-30 | $548k | 3.9k | 139.83 |
| 2020-06-30 | $574k | 4.8k | 119.73 |
| 2020-03-31 | $575k | 5.1k | 113.57 |
| 2019-12-31 | $603k | 5.1k | 118.86 |
| 2019-09-30 | $586k | 4.9k | 118.67 |
| 2019-06-30 | $547k | 5.0k | 110.44 |
| 2019-03-31 | $407k | 4.2k | 97.58 |
| 2018-12-31 | $217k | 2.3k | 93.25 |
More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
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