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Wal-Mart Stores shares owned by Transamerica Financial Advisors

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Transamerica Financial Advisors from 13F filings

Historical chart of Transamerica Financial Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Transamerica Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Transamerica Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 6.6k 157.70
2023-09-30 $1.4M 8.7k 160.00
2023-06-30 $1.4M 9.0k 157.19
2023-03-31 $2.1M 14k 147.48
2022-12-31 $3.5M 25k 141.82
2022-09-30 $3.3M 26k 129.73
2022-06-30 $2.1M 17k 121.59
2021-06-30 $2.0k 12 166.67
2021-03-31 $2.0k 11 181.82
2020-12-31 $2.0k 14 142.86
2020-09-30 $2.0k 14 142.86
2020-06-30 $3.0M 25k 119.81
2020-03-31 $1.0k 5 200.00
2019-12-31 $1.0k 4 250.00
2019-06-30 $1.8M 17k 110.53
2018-12-31 $1.4M 15k 93.17
2018-09-30 $1.8M 19k 93.92
2018-06-30 $1.6M 19k 85.67
2018-03-31 $10M 116k 88.97
2017-12-31 $12M 121k 98.76
2017-09-30 $8.7M 111k 78.14
2017-06-30 $8.3M 109k 75.68
2017-03-31 $11M 148k 72.08
2016-12-31 $7.3M 105k 69.12
2016-09-30 $3.1M 43k 72.12
2016-06-30 $2.9M 39k 73.04
2016-03-31 $2.7M 40k 68.49
2015-12-31 $96k 1.6k 61.38
2015-09-30 $3.2M 50k 64.85
2015-06-30 $3.4M 48k 70.95
2015-03-31 $3.7M 45k 82.25
2014-12-31 $3.3M 38k 85.89
2014-09-30 $2.6M 35k 76.49
2014-06-30 $2.5M 34k 75.09
2014-03-31 $2.5M 32k 76.45
2013-12-31 $1.5M 19k 78.72
2013-09-30 $1.2M 16k 73.98
2013-06-30 $930k 13k 74.54
2013-03-31 $459k 6.1k 74.89
2012-09-30 $57k 766 74.41
2012-06-30 $998 381 2.62
2012-03-31 $24k 377 63.66
2011-09-30 $20k 374 53.48