Wal-Mart Stores shares owned by Nelson Roberts Investment Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Nelson Roberts Investment Advisors
from 13F filings
Historical chart of Nelson Roberts Investment Advisors investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Nelson Roberts 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 Nelson Roberts Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $458k | 5.7k | 80.75 |
| 2024-03-31 | $356k | 5.9k | 60.17 |
| 2023-12-31 | $291k | 1.8k | 157.65 |
| 2023-09-30 | $292k | 1.8k | 159.93 |
| 2019-09-30 | $191k | 1.6k | 118.63 |
| 2019-06-30 | $167k | 1.5k | 110.60 |
| 2019-03-31 | $125k | 1.3k | 97.43 |
| 2018-12-31 | $139k | 1.5k | 92.98 |
| 2018-09-30 | $140k | 1.5k | 93.65 |
| 2018-06-30 | $123k | 1.4k | 85.83 |
| 2018-03-31 | $114k | 1.3k | 88.85 |
| 2017-12-31 | $138k | 1.4k | 98.57 |
| 2017-09-30 | $99k | 1.3k | 77.95 |
| 2017-06-30 | $94k | 1.2k | 75.62 |
| 2017-03-31 | $118k | 1.6k | 71.82 |
| 2016-12-31 | $114k | 1.6k | 69.39 |
| 2016-09-30 | $118k | 1.6k | 71.82 |
| 2016-06-30 | $94k | 1.3k | 72.76 |
| 2016-03-31 | $73k | 1.1k | 68.67 |
| 2015-12-31 | $65k | 1.1k | 61.15 |
| 2015-09-30 | $37k | 563 | 65.72 |
| 2015-06-30 | $40k | 563 | 71.05 |
| 2015-03-31 | $46k | 563 | 81.71 |
| 2014-12-31 | $91k | 1.1k | 85.61 |
| 2014-09-30 | $81k | 1.1k | 76.20 |
| 2014-06-30 | $70k | 933 | 75.03 |
| 2014-03-31 | $67k | 880 | 76.14 |
| 2013-12-31 | $59k | 750 | 78.67 |
| 2013-09-30 | $55k | 750 | 73.33 |
| 2013-06-30 | $56k | 750 | 74.67 |
More positions owned by Nelson Roberts Investment Advisors
View all positions for Nelson Roberts Investment Advisors