Wal-Mart Stores shares owned by Pacific Capital Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Pacific Capital Wealth Advisors
from 13F filings
Historical chart of Pacific Capital Wealth Advisors investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Pacific Capital Wealth 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 Pacific Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $490k | 5.4k | 90.35 |
| 2024-09-30 | $492k | 6.1k | 80.75 |
| 2024-06-30 | $429k | 6.3k | 67.71 |
| 2024-03-31 | $331k | 5.5k | 60.17 |
| 2023-12-31 | $255k | 1.6k | 157.65 |
| 2023-09-30 | $258k | 1.6k | 159.93 |
| 2023-06-30 | $254k | 1.6k | 157.18 |
| 2023-03-31 | $238k | 1.6k | 147.45 |
| 2022-12-31 | $229k | 1.6k | 141.79 |
| 2022-09-30 | $210k | 1.6k | 129.95 |
| 2022-03-31 | $241k | 1.6k | 149.13 |
| 2021-12-31 | $203k | 1.4k | 144.59 |
| 2021-09-30 | $207k | 1.5k | 139.39 |
| 2021-06-30 | $207k | 1.5k | 141.10 |
| 2020-12-31 | $220k | 1.5k | 143.98 |
| 2020-09-30 | $214k | 1.5k | 140.05 |
More positions owned by Pacific Capital Wealth Advisors
View all positions for Pacific Capital Wealth Advisors