Wal-Mart Stores shares owned by Private Ocean
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Private Ocean
from 13F filings
Historical chart of Private Ocean investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Private Ocean consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wal-Mart Stores by Private Ocean
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $142k | 2.1k | 67.71 |
| 2024-03-31 | $111k | 1.8k | 60.17 |
| 2023-12-31 | $96k | 606 | 157.65 |
| 2023-09-30 | $97k | 606 | 159.93 |
| 2023-06-30 | $183k | 1.2k | 157.18 |
| 2023-03-31 | $72k | 491 | 147.36 |
| 2022-12-31 | $70k | 491 | 141.68 |
| 2022-09-30 | $69k | 534 | 129.21 |
| 2022-06-30 | $57k | 475 | 120.00 |
| 2022-03-31 | $73k | 490 | 148.98 |
| 2021-12-31 | $74k | 510 | 145.10 |
| 2021-09-30 | $85k | 611 | 139.12 |
| 2021-06-30 | $144k | 1.0k | 140.63 |
| 2021-03-31 | $158k | 1.2k | 135.74 |
| 2020-12-31 | $159k | 1.1k | 144.02 |
| 2020-09-30 | $157k | 1.1k | 139.56 |
| 2020-06-30 | $156k | 1.3k | 119.45 |
| 2020-03-31 | $182k | 1.6k | 113.33 |
| 2019-12-31 | $205k | 1.7k | 119.26 |
| 2019-09-30 | $175k | 1.5k | 119.13 |
| 2019-06-30 | $162k | 1.5k | 110.28 |
| 2019-03-31 | $109k | 1.1k | 97.67 |
| 2018-12-31 | $85k | 915 | 92.90 |
| 2018-09-30 | $68k | 725 | 93.79 |
| 2018-06-30 | $62k | 725 | 85.52 |
| 2018-03-31 | $64k | 725 | 88.28 |
| 2017-12-31 | $34k | 349 | 97.42 |
| 2017-09-30 | $18k | 225 | 80.00 |
| 2017-06-30 | $17k | 225 | 75.56 |
| 2017-03-31 | $16k | 225 | 71.11 |
| 2016-12-31 | $32k | 450 | 71.11 |
| 2016-09-30 | $16k | 225 | 71.11 |
| 2016-06-30 | $16k | 225 | 71.11 |
| 2016-03-31 | $15k | 225 | 66.67 |
| 2015-12-31 | $14k | 225 | 62.22 |
| 2015-09-30 | $15k | 225 | 66.67 |
| 2015-06-30 | $16k | 225 | 71.11 |
| 2015-03-31 | $19k | 225 | 84.44 |
| 2014-12-31 | $260k | 3.0k | 85.95 |
| 2014-09-30 | $17k | 225 | 75.56 |
| 2014-06-30 | $17k | 225 | 75.56 |
| 2014-03-31 | $231k | 3.0k | 76.36 |
| 2013-12-31 | $18k | 225 | 80.00 |