Wal-Mart Stores shares owned by FRG Family Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by FRG Family Wealth Advisors
from 13F filings
Historical chart of FRG Family Wealth Advisors investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by FRG Family Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wal-Mart Stores by FRG Family Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.7M | 49k | 157.65 |
| 2023-09-30 | $7.9M | 50k | 159.93 |
| 2023-06-30 | $7.9M | 50k | 157.18 |
| 2023-03-31 | $7.3M | 50k | 147.45 |
| 2022-12-31 | $7.1M | 50k | 141.79 |
| 2022-09-30 | $6.9M | 54k | 129.70 |
| 2022-06-30 | $6.5M | 54k | 121.58 |
| 2022-03-31 | $8.0M | 54k | 148.92 |
| 2021-12-31 | $7.8M | 54k | 144.69 |
| 2021-09-30 | $7.3M | 52k | 139.38 |
| 2021-06-30 | $7.3M | 52k | 141.02 |
| 2021-03-31 | $7.0M | 52k | 135.83 |
| 2020-12-31 | $7.5M | 52k | 144.15 |
| 2020-09-30 | $7.2M | 51k | 139.92 |
| 2020-06-30 | $6.1M | 51k | 119.78 |
| 2020-03-31 | $5.7M | 50k | 113.63 |
| 2019-12-31 | $6.0M | 50k | 118.84 |
| 2019-09-30 | $6.1M | 51k | 118.69 |
| 2019-06-30 | $5.7M | 51k | 110.49 |
| 2019-03-31 | $5.0M | 51k | 97.53 |
| 2018-12-31 | $4.1M | 44k | 93.16 |
| 2018-09-30 | $3.4M | 37k | 93.91 |
| 2018-06-30 | $2.8M | 33k | 85.65 |
| 2018-03-31 | $2.9M | 33k | 88.97 |
| 2017-12-31 | $3.2M | 33k | 98.75 |
| 2017-09-30 | $2.6M | 33k | 78.13 |
| 2017-06-30 | $2.3M | 31k | 75.67 |
| 2017-03-31 | $2.2M | 31k | 71.58 |
| 2016-12-31 | $2.1M | 30k | 69.13 |
| 2016-09-30 | $2.3M | 31k | 72.11 |
| 2016-06-30 | $2.3M | 31k | 73.02 |
| 2016-03-31 | $2.1M | 31k | 68.79 |
| 2015-12-31 | $2.0M | 33k | 61.30 |
More positions owned by FRG Family Wealth Advisors
View all positions for FRG Family Wealth Advisors