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Wal-Mart Stores shares owned by Independence Advisors

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Independence Advisors from 13F filings

Historical chart of Independence Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Independence Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Independence Advisors

Quarter filed Position value Share count Share price at filing
2020-09-30 $560k 4.0k 140.04
2020-06-30 $478k 4.0k 119.74
2020-03-31 $450k 4.0k 113.58
2019-12-31 $471k 4.0k 118.88
2019-09-30 $470k 4.0k 118.63
2019-06-30 $453k 4.1k 110.41
2019-03-31 $386k 4.0k 97.43
2018-12-31 $336k 3.6k 93.07
2018-09-30 $368k 3.9k 93.85
2018-06-30 $309k 3.6k 85.60
2018-03-31 $321k 3.6k 88.92
2017-12-31 $356k 3.6k 98.61
2017-09-30 $282k 3.6k 78.12
2017-06-30 $273k 3.6k 75.62
2017-03-31 $260k 3.6k 72.02
2016-12-31 $258k 3.7k 69.02
2016-09-30 $296k 4.1k 72.05
2016-06-30 $283k 3.9k 72.94