Wal-Mart Stores shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $17M | 204k | 80.75 |
| 2024-06-30 | $14M | 206k | 67.71 |
| 2024-03-31 | $11M | 185k | 60.17 |
| 2023-09-30 | $7.1M | 44k | 159.93 |
| 2023-06-30 | $6.9M | 44k | 157.18 |
| 2023-03-31 | $5.8M | 40k | 147.46 |
| 2022-12-31 | $5.1M | 36k | 141.79 |
| 2022-09-30 | $4.5M | 35k | 129.70 |
| 2022-06-30 | $4.0M | 33k | 121.57 |
| 2022-03-31 | $5.2M | 35k | 148.91 |
| 2021-12-31 | $5.1M | 35k | 144.69 |
| 2021-09-30 | $3.7M | 26k | 139.36 |
| 2021-06-30 | $3.4M | 24k | 141.03 |
| 2021-03-31 | $2.8M | 20k | 135.81 |
| 2020-12-31 | $2.1M | 15k | 144.18 |
| 2020-09-30 | $1.8M | 13k | 139.92 |
| 2020-06-30 | $1.5M | 13k | 119.78 |
| 2020-03-31 | $1.0M | 8.9k | 113.64 |
| 2019-12-31 | $1.1M | 9.0k | 118.80 |
| 2019-09-30 | $686k | 5.8k | 118.71 |
| 2019-06-30 | $585k | 5.3k | 110.52 |
| 2019-03-31 | $380k | 3.9k | 97.44 |
| 2018-12-31 | $269k | 2.9k | 93.08 |
| 2018-09-30 | $269k | 2.8k | 94.55 |
| 2018-06-30 | $247k | 2.9k | 84.07 |
| 2018-03-31 | $267k | 3.1k | 85.58 |
| 2017-12-31 | $302k | 3.0k | 101.62 |
More positions owned by Integrated Wealth Concepts
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