Wal-Mart Stores shares owned by TCI Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by TCI Wealth Advisors
from 13F filings
Historical chart of TCI Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by TCI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.9M | 21k | 90.35 |
| 2024-09-30 | $1.7M | 21k | 80.75 |
| 2024-06-30 | $1.3M | 19k | 67.71 |
| 2024-03-31 | $1.1M | 18k | 60.17 |
| 2023-12-31 | $929k | 5.9k | 157.65 |
| 2023-09-30 | $1.1M | 6.9k | 159.92 |
| 2023-06-30 | $934k | 5.9k | 157.19 |
| 2023-03-31 | $879k | 6.0k | 147.44 |
| 2022-12-31 | $873k | 6.2k | 141.80 |
| 2022-09-30 | $740k | 5.7k | 129.73 |
| 2022-06-30 | $670k | 5.5k | 121.55 |
| 2022-03-31 | $901k | 6.0k | 148.95 |
| 2021-12-31 | $857k | 5.9k | 144.74 |
| 2021-09-30 | $867k | 6.2k | 139.30 |
| 2021-06-30 | $816k | 5.8k | 140.98 |
| 2021-03-31 | $762k | 5.6k | 135.80 |
| 2020-12-31 | $847k | 5.9k | 144.22 |
| 2020-09-30 | $1.1M | 8.2k | 139.95 |
| 2020-06-30 | $1.0M | 8.5k | 119.79 |
| 2020-03-31 | $877k | 7.7k | 113.67 |
| 2019-12-31 | $937k | 7.9k | 118.89 |
| 2019-09-30 | $857k | 7.2k | 118.71 |
| 2019-06-30 | $773k | 7.0k | 110.46 |
| 2019-03-31 | $686k | 7.0k | 97.54 |
| 2018-12-31 | $662k | 7.1k | 93.19 |
| 2018-09-30 | $637k | 6.8k | 93.95 |
| 2018-06-30 | $551k | 6.4k | 85.72 |
| 2018-03-31 | $572k | 6.4k | 88.94 |
| 2017-12-31 | $639k | 6.5k | 98.81 |
| 2017-09-30 | $466k | 6.0k | 78.16 |
| 2017-06-30 | $438k | 5.8k | 75.75 |
| 2017-03-31 | $422k | 5.9k | 72.01 |
| 2016-12-31 | $438k | 6.3k | 69.19 |
| 2016-09-30 | $425k | 5.9k | 72.14 |
| 2016-06-30 | $463k | 6.3k | 73.06 |
| 2016-03-31 | $365k | 5.3k | 68.48 |
| 2015-12-31 | $304k | 5.0k | 61.36 |
| 2015-09-30 | $330k | 5.1k | 64.86 |
| 2015-06-30 | $329k | 4.6k | 70.94 |
| 2015-03-31 | $413k | 5.0k | 82.25 |
| 2014-12-31 | $437k | 5.1k | 85.96 |
| 2014-09-30 | $405k | 5.3k | 76.46 |
| 2014-06-30 | $403k | 5.4k | 75.12 |
| 2014-03-31 | $425k | 5.6k | 76.37 |
| 2013-12-31 | $451k | 5.7k | 78.71 |
| 2013-09-30 | $426k | 5.8k | 74.05 |
| 2013-06-30 | $525k | 7.1k | 74.46 |
| 2013-03-31 | $119k | 1.6k | 74.80 |
| 2012-12-31 | $142k | 2.1k | 68.04 |