Wal-Mart Stores shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Keudell/Morrison Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.1M | 11k | 97.78 |
| 2025-03-31 | $975k | 11k | 87.79 |
| 2024-12-31 | $1.0M | 11k | 90.35 |
| 2024-09-30 | $928k | 12k | 80.75 |
| 2024-06-30 | $847k | 13k | 67.71 |
| 2024-03-31 | $770k | 13k | 60.17 |
| 2023-12-31 | $674k | 4.3k | 157.63 |
| 2023-09-30 | $705k | 4.4k | 159.91 |
| 2023-06-30 | $692k | 4.4k | 157.16 |
| 2023-03-31 | $661k | 4.5k | 147.46 |
| 2022-12-31 | $646k | 4.6k | 141.80 |
| 2022-09-30 | $601k | 4.6k | 129.78 |
| 2022-06-30 | $566k | 4.7k | 121.64 |
| 2022-03-31 | $666k | 4.5k | 148.99 |
| 2021-12-31 | $594k | 4.1k | 144.74 |
| 2021-09-30 | $641k | 4.6k | 139.47 |
| 2021-06-30 | $622k | 4.4k | 140.95 |
| 2021-03-31 | $562k | 4.1k | 135.88 |
| 2020-12-31 | $595k | 4.1k | 144.07 |
| 2020-09-30 | $561k | 4.0k | 139.87 |
| 2020-06-30 | $467k | 3.9k | 119.68 |
| 2020-03-31 | $371k | 3.3k | 113.66 |
| 2019-12-31 | $323k | 3.1k | 103.83 |
| 2019-09-30 | $322k | 2.7k | 118.78 |
| 2019-06-30 | $289k | 2.7k | 108.28 |
| 2019-03-31 | $260k | 2.7k | 97.41 |
More positions owned by Keudell/Morrison Wealth Management
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