Wal-Mart Stores shares owned by Polaris Wealth Advisers
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Polaris Wealth Advisers
from 13F filings
Historical chart of Polaris Wealth Advisers investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Polaris Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $24M | 148k | 159.93 |
| 2023-06-30 | $37M | 236k | 157.18 |
| 2023-03-31 | $36M | 241k | 147.45 |
| 2022-12-31 | $38M | 258k | 146.13 |
| 2022-09-30 | $35M | 269k | 129.32 |
| 2022-06-30 | $32M | 267k | 121.58 |
| 2022-03-31 | $37M | 234k | 156.54 |
| 2021-06-30 | $36M | 260k | 139.32 |
| 2020-12-31 | $27M | 181k | 146.63 |
| 2020-09-30 | $24M | 168k | 141.80 |
| 2020-06-30 | $27M | 224k | 119.69 |
| 2020-03-31 | $28M | 243k | 113.62 |
| 2019-09-30 | $28M | 241k | 116.12 |
| 2019-06-30 | $24M | 214k | 110.62 |
| 2019-03-31 | $22M | 224k | 97.82 |
| 2018-12-31 | $22M | 240k | 93.15 |
| 2018-09-30 | $25M | 264k | 93.91 |
| 2018-06-30 | $6.0k | 65 | 92.31 |
| 2018-03-31 | $6.0k | 65 | 92.31 |
| 2016-03-31 | $13M | 186k | 68.49 |
| 2013-12-31 | $14k | 182 | 76.92 |
| 2013-09-30 | $14k | 182 | 73.96 |
| 2013-06-30 | $833k | 11k | 74.49 |