Wal-Mart Stores shares owned by Morris Retirement Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Morris Retirement Advisors
from 13F filings
Historical chart of Morris Retirement Advisors investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Morris Retirement Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wal-Mart Stores by Morris Retirement Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $972k | 16k | 60.17 |
| 2023-12-31 | $741k | 4.7k | 157.65 |
| 2023-09-30 | $987k | 6.2k | 159.92 |
| 2023-06-30 | $684k | 4.4k | 157.18 |
| 2023-03-31 | $641k | 4.4k | 147.45 |
| 2022-12-31 | $617k | 4.4k | 141.79 |
| 2022-09-30 | $563k | 4.4k | 129.40 |
| 2021-03-31 | $734k | 5.4k | 135.78 |
| 2020-12-31 | $753k | 5.2k | 144.09 |
More positions owned by Morris Retirement Advisors
View all positions for Morris Retirement Advisors