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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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Quarterly reported holdings in Wal-Mart Stores by Lucia Wealth Services

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