Wal-Mart Stores shares owned by Joel Isaacson & Co
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Joel Isaacson & Co
from 13F filings
Historical chart of Joel Isaacson & Co investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Joel Isaacson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.0M | 30k | 67.71 |
| 2024-03-31 | $1.8M | 29k | 60.17 |
| 2023-12-31 | $1.2M | 7.7k | 157.66 |
| 2023-09-30 | $1.2M | 7.7k | 159.92 |
| 2023-06-30 | $1.2M | 7.4k | 157.18 |
| 2023-03-31 | $1.1M | 7.4k | 147.46 |
| 2022-12-31 | $1.0M | 7.3k | 141.79 |
| 2022-09-30 | $860k | 6.6k | 129.71 |
| 2022-06-30 | $749k | 6.2k | 121.57 |
| 2022-03-31 | $939k | 6.0k | 155.82 |
| 2021-12-31 | $893k | 6.2k | 144.62 |
| 2021-09-30 | $834k | 6.0k | 139.30 |
| 2021-06-30 | $842k | 6.0k | 141.09 |
| 2021-03-31 | $953k | 7.0k | 135.79 |
| 2020-12-31 | $803k | 5.6k | 144.06 |
| 2020-09-30 | $781k | 5.6k | 139.89 |
| 2020-06-30 | $679k | 5.7k | 119.75 |
| 2020-03-31 | $627k | 5.5k | 113.67 |
| 2019-12-31 | $584k | 4.9k | 118.84 |
| 2019-09-30 | $572k | 4.8k | 118.57 |
| 2019-06-30 | $562k | 5.1k | 110.41 |
| 2019-03-31 | $508k | 5.2k | 97.54 |
| 2018-12-31 | $563k | 5.9k | 94.77 |
| 2018-09-30 | $440k | 4.7k | 93.88 |
| 2018-06-30 | $384k | 4.5k | 85.58 |
| 2018-03-31 | $399k | 4.5k | 88.92 |
| 2017-12-31 | $443k | 4.5k | 98.73 |
| 2017-09-30 | $361k | 4.6k | 78.17 |
| 2017-06-30 | $349k | 4.6k | 75.57 |
| 2017-03-31 | $333k | 4.6k | 72.11 |
| 2016-12-31 | $285k | 4.1k | 69.21 |
| 2016-09-30 | $297k | 4.1k | 72.12 |
| 2016-06-30 | $301k | 4.1k | 73.09 |
| 2016-03-31 | $354k | 5.2k | 68.49 |
| 2015-12-31 | $317k | 5.2k | 61.33 |
| 2015-09-30 | $335k | 5.2k | 64.81 |
| 2015-06-30 | $367k | 5.2k | 71.00 |
| 2015-03-31 | $482k | 5.9k | 82.20 |
| 2014-12-31 | $493k | 5.7k | 85.84 |
| 2014-09-30 | $477k | 6.2k | 76.44 |
| 2014-06-30 | $467k | 6.2k | 75.08 |
| 2014-03-31 | $328k | 2.8k | 116.98 |
| 2013-12-31 | $352k | 4.5k | 78.78 |
| 2013-09-30 | $293k | 4.0k | 73.84 |
| 2013-06-30 | $184k | 2.5k | 74.55 |
| 2013-03-31 | $162k | 2.2k | 74.72 |
| 2012-12-31 | $148k | 2.2k | 68.27 |