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Wal-Mart Stores shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 138k 80.75
2023-12-31 $6.6M 42k 157.65
2023-09-30 $6.6M 41k 159.93
2023-06-30 $6.3M 40k 157.18
2023-03-31 $2.5M 17k 147.46
2022-12-31 $2.4M 17k 141.80
2022-09-30 $1.4M 11k 129.71
2022-06-30 $1.4M 11k 121.61
2022-03-31 $1.5M 10k 148.97
2021-12-31 $1.7M 12k 144.66
2021-09-30 $1.5M 11k 139.36
2021-06-30 $1.2M 8.6k 141.03
2021-03-31 $1.4M 10k 135.84
2020-12-31 $1.2M 8.3k 144.10
2020-09-30 $592k 4.2k 139.82
2020-06-30 $671k 5.6k 119.69
2020-03-31 $612k 5.0k 121.79
2019-12-31 $204k 1.7k 117.85
2019-09-30 $213k 1.8k 119.46
2019-06-30 $212k 1.9k 110.24
2019-03-31 $209k 2.0k 103.36
2018-09-30 $627k 6.7k 93.92
2018-06-30 $597k 6.7k 89.42
2018-03-31 $597k 6.7k 89.42
2017-12-31 $165k 1.7k 98.98
2017-09-30 $130k 1.7k 77.98
2017-06-30 $63k 826 76.27
2017-03-31 $60k 826 72.64
2016-12-31 $58k 829 69.96
2016-09-30 $149k 2.1k 72.19
2016-06-30 $192k 2.6k 73.17
2016-03-31 $167k 2.9k 57.45
2015-09-30 $250k 3.9k 64.73
2015-06-30 $274k 3.9k 70.95
2015-03-31 $370k 4.5k 82.33
2014-12-31 $431k 5.0k 85.96
2014-09-30 $383k 5.0k 76.39
2014-06-30 $451k 6.0k 74.99
2014-03-31 $389k 5.1k 76.51
2013-12-31 $396k 5.0k 78.63
2011-09-30 $1.4M 11k 129.71