Wal-Mart Stores shares owned by Focused Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Focused Wealth Management
from 13F filings
Historical chart of Focused Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Focused Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9M | 24k | 80.75 |
| 2024-06-30 | $1.6M | 24k | 67.71 |
| 2024-03-31 | $1.4M | 24k | 60.17 |
| 2023-12-31 | $1.3M | 8.0k | 157.64 |
| 2023-09-30 | $1.3M | 8.0k | 159.92 |
| 2023-06-30 | $1.2M | 7.9k | 157.18 |
| 2023-03-31 | $1.2M | 7.9k | 147.45 |
| 2022-12-31 | $1.1M | 8.0k | 141.79 |
| 2022-09-30 | $1.0M | 8.0k | 129.63 |
| 2022-06-30 | $989k | 8.1k | 121.53 |
| 2022-03-31 | $1.0M | 7.0k | 148.87 |
| 2021-12-31 | $1.0M | 7.1k | 144.65 |
| 2021-09-30 | $1.1M | 8.1k | 139.41 |
| 2021-06-30 | $1.1M | 8.1k | 141.04 |
| 2021-03-31 | $1.1M | 8.0k | 135.88 |
| 2020-12-31 | $1.1M | 7.9k | 144.16 |
| 2020-09-30 | $1.3M | 9.0k | 139.96 |
| 2020-06-30 | $1.1M | 8.8k | 119.72 |
| 2020-03-31 | $978k | 8.6k | 113.65 |
| 2019-12-31 | $1.2M | 10k | 118.81 |
| 2019-09-30 | $1.1M | 9.6k | 118.64 |
| 2019-06-30 | $1.5M | 13k | 110.51 |
| 2019-03-31 | $1.6M | 17k | 97.53 |
| 2018-12-31 | $1.5M | 16k | 93.16 |
| 2018-09-30 | $1.4M | 15k | 93.90 |
| 2018-06-30 | $1.5M | 18k | 85.64 |
| 2018-03-31 | $1.3M | 15k | 88.95 |
| 2017-12-31 | $387k | 3.9k | 98.85 |
| 2017-09-30 | $161k | 2.1k | 78.16 |
| 2017-06-30 | $330k | 4.4k | 75.69 |
| 2017-03-31 | $306k | 4.3k | 72.00 |
| 2016-12-31 | $136k | 2.0k | 69.07 |
| 2016-09-30 | $142k | 2.0k | 72.12 |
| 2016-06-30 | $142k | 1.9k | 72.86 |
| 2016-03-31 | $147k | 2.1k | 68.53 |
| 2015-12-31 | $128k | 2.1k | 61.19 |
| 2015-09-30 | $136k | 2.1k | 65.01 |
| 2015-06-30 | $206k | 2.9k | 70.86 |
| 2015-03-31 | $515k | 6.3k | 82.23 |
| 2014-12-31 | $529k | 6.2k | 85.83 |
| 2014-09-30 | $504k | 6.6k | 76.50 |
| 2014-06-30 | $522k | 7.0k | 75.04 |
| 2014-03-31 | $544k | 7.1k | 76.42 |
| 2013-12-31 | $600k | 7.6k | 78.75 |
| 2013-09-30 | $571k | 7.7k | 73.97 |