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Wal-Mart Stores shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2M 53k 60.17
2023-12-31 $2.8M 18k 157.65
2023-09-30 $2.8M 17k 159.93
2023-06-30 $2.8M 18k 157.18
2023-03-31 $2.6M 18k 147.45
2022-12-31 $2.5M 17k 141.79
2022-09-30 $2.2M 17k 129.72
2022-06-30 $2.0M 16k 121.61
2022-03-31 $2.7M 18k 148.90
2021-12-31 $2.8M 19k 144.69
2021-09-30 $2.7M 20k 139.40
2021-06-30 $2.7M 20k 141.04
2021-03-31 $2.4M 18k 135.85
2020-12-31 $2.5M 17k 144.17
2020-09-30 $2.0M 15k 139.90
2020-06-30 $1.8M 15k 119.78
2020-03-31 $1.7M 15k 113.59
2019-12-31 $1.7M 14k 118.86
2019-09-30 $1.6M 13k 118.66
2019-06-30 $1.5M 14k 111.63
2019-03-31 $1.3M 13k 97.49
2018-12-31 $1.2M 13k 93.11
2018-09-30 $1.1M 12k 93.88
2018-06-30 $879k 10k 85.61
2018-03-31 $1.2M 14k 85.54
2017-12-31 $1.2M 11k 101.35
2017-09-30 $577k 7.2k 80.55
2017-06-30 $433k 5.9k 73.22
2017-03-31 $395k 5.5k 71.70
2016-12-31 $354k 5.3k 67.27