Wal-Mart Stores shares owned by Perennial Investment Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Perennial Investment Advisors
from 13F filings
Historical chart of Perennial Investment Advisors investment in Wal-Mart Stores
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All positions including Wal-Mart Stores held by Perennial Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wal-Mart Stores by Perennial Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $1.0M | 15k | 67.71 |
2024-03-31 | $876k | 15k | 60.18 |
2023-09-30 | $796k | 5.0k | 159.92 |
2023-06-30 | $761k | 4.8k | 157.17 |
2023-03-31 | $843k | 5.7k | 147.46 |
2022-12-31 | $768k | 5.4k | 141.77 |
2022-09-30 | $700k | 5.4k | 129.75 |
2022-06-30 | $765k | 6.3k | 121.29 |
2022-03-31 | $918k | 6.2k | 148.74 |
2021-12-31 | $921k | 6.4k | 144.72 |
2021-09-30 | $895k | 6.4k | 139.43 |
2021-06-30 | $842k | 6.0k | 141.09 |
2021-03-31 | $741k | 5.5k | 135.84 |
2020-12-31 | $801k | 5.6k | 144.19 |
2020-09-30 | $699k | 5.0k | 139.66 |
2020-06-30 | $269k | 2.2k | 119.98 |
2020-03-31 | $260k | 2.3k | 113.89 |
2019-12-31 | $253k | 2.1k | 118.78 |
More positions owned by Perennial Investment Advisors
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