Wal-Mart Stores shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Mount Yale Investment 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 Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $856k | 5.4k | 159.93 |
| 2023-06-30 | $844k | 5.4k | 157.18 |
| 2023-03-31 | $837k | 5.7k | 147.45 |
| 2022-06-30 | $211k | 1.7k | 121.75 |
| 2022-03-31 | $242k | 1.6k | 148.83 |
| 2021-12-31 | $213k | 1.5k | 144.90 |
| 2019-09-30 | $7.3M | 61k | 119.13 |
| 2019-06-30 | $8.1M | 74k | 108.19 |
| 2019-03-31 | $7.5M | 77k | 97.53 |
| 2018-12-31 | $7.3M | 76k | 96.20 |
| 2018-09-30 | $7.8M | 75k | 104.32 |
| 2018-06-30 | $6.3M | 73k | 85.65 |
| 2018-03-31 | $6.1M | 68k | 88.97 |
More positions owned by Mount Yale Investment Advisors
View all positions for Mount Yale Investment Advisors