Wal-Mart Stores shares owned by JNBA Financial Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by JNBA Financial Advisors
from 13F filings
Historical chart of JNBA Financial Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by JNBA Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $220k | 2.7k | 80.75 |
| 2024-06-30 | $330k | 4.9k | 67.71 |
| 2024-03-31 | $365k | 6.1k | 60.17 |
| 2023-12-31 | $326k | 2.1k | 157.65 |
| 2023-09-30 | $353k | 2.2k | 159.93 |
| 2023-06-30 | $351k | 2.2k | 157.18 |
| 2023-03-31 | $330k | 2.2k | 147.45 |
| 2022-12-31 | $334k | 2.4k | 141.79 |
| 2022-09-30 | $424k | 3.3k | 129.62 |
| 2022-06-30 | $395k | 3.2k | 121.73 |
| 2022-03-31 | $462k | 3.1k | 148.79 |
| 2021-12-31 | $435k | 3.0k | 144.71 |
| 2021-09-30 | $428k | 3.1k | 139.28 |
| 2021-06-30 | $433k | 3.1k | 140.90 |
| 2021-03-31 | $411k | 3.0k | 135.73 |
| 2020-12-31 | $424k | 2.9k | 144.17 |
| 2020-09-30 | $435k | 3.1k | 139.96 |
| 2020-06-30 | $348k | 2.9k | 119.88 |
| 2020-03-31 | $330k | 2.9k | 113.68 |
| 2019-12-31 | $364k | 3.1k | 118.95 |
| 2019-09-30 | $337k | 2.8k | 118.70 |
| 2019-06-30 | $313k | 2.8k | 110.60 |
| 2019-03-31 | $248k | 2.5k | 97.52 |
| 2018-12-31 | $87k | 935 | 93.05 |
| 2018-09-30 | $104k | 1.1k | 94.20 |
| 2018-06-30 | $82k | 958 | 85.59 |
| 2018-03-31 | $958k | 958 | 1000.00 |
| 2017-12-31 | $114k | 1.2k | 98.45 |
| 2017-09-30 | $90k | 1.2k | 77.72 |
| 2017-06-30 | $76k | 1.0k | 75.25 |
| 2017-03-31 | $87k | 1.2k | 71.90 |
| 2016-12-31 | $84k | 1.2k | 69.42 |
| 2016-09-30 | $654k | 9.1k | 72.08 |
| 2016-06-30 | $84k | 1.1k | 73.36 |
| 2016-03-31 | $78k | 1.1k | 68.12 |
| 2015-12-31 | $70k | 1.1k | 61.14 |
| 2015-09-30 | $20k | 310 | 64.52 |
| 2015-06-30 | $22k | 310 | 70.97 |
| 2015-03-31 | $25k | 310 | 80.65 |
| 2014-12-31 | $36k | 416 | 86.54 |
| 2014-09-30 | $32k | 416 | 76.92 |
| 2014-06-30 | $23k | 300 | 76.67 |
| 2014-03-31 | $23k | 300 | 76.67 |
| 2013-12-31 | $24k | 300 | 80.00 |
| 2013-09-30 | $22k | 300 | 73.33 |
| 2013-06-30 | $22k | 300 | 73.33 |
| 2013-03-31 | $22k | 300 | 73.33 |
| 2012-12-31 | $20k | 300 | 66.67 |