Wal-Mart Stores shares owned by Lucia Wealth Services
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Lucia Wealth Services
from 13F filings
Historical chart of Lucia Wealth Services investment in Wal-Mart Stores
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All positions including Wal-Mart Stores held by Lucia Wealth Services consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2020-09-30 | $107k | 766 | 139.69 |
2020-06-30 | $89k | 745 | 119.46 |
2020-03-31 | $74k | 650 | 113.85 |
2019-12-31 | $71k | 596 | 119.13 |
2019-09-30 | $71k | 596 | 119.13 |
2019-06-30 | $66k | 596 | 110.74 |
2019-03-31 | $58k | 596 | 97.32 |
2018-09-30 | $4.0k | 46 | 86.96 |
2018-06-30 | $4.0k | 46 | 86.96 |
2018-03-31 | $17k | 190 | 89.47 |