Pacific Capital Wealth Advisors »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wal-Mart Stores by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
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