Wal-Mart Stores shares owned by United Asset Strategies
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by United Asset Strategies
from 13F filings
Historical chart of United Asset Strategies investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by United Asset Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 24k | 60.17 |
| 2023-12-31 | $1.2M | 7.5k | 157.65 |
| 2023-09-30 | $1.2M | 7.6k | 159.93 |
| 2023-06-30 | $1.1M | 6.9k | 157.18 |
| 2023-03-31 | $699k | 4.7k | 147.44 |
| 2022-12-31 | $1.3M | 8.9k | 141.80 |
| 2022-09-30 | $1.0M | 8.0k | 129.73 |
| 2022-06-30 | $857k | 7.0k | 121.58 |
| 2021-12-31 | $292k | 2.0k | 144.55 |
| 2021-09-30 | $264k | 1.9k | 139.39 |
| 2021-06-30 | $281k | 2.0k | 140.92 |
| 2021-03-31 | $291k | 2.1k | 135.98 |
| 2017-06-30 | $380k | 5.0k | 75.62 |
| 2017-03-31 | $362k | 5.0k | 72.04 |
| 2016-12-31 | $347k | 5.0k | 69.05 |
| 2016-09-30 | $414k | 6.1k | 68.22 |
| 2016-06-30 | $419k | 5.7k | 73.05 |
| 2016-03-31 | $392k | 5.7k | 68.42 |
| 2015-12-31 | $3.1M | 51k | 61.31 |
| 2015-09-30 | $3.8M | 58k | 64.83 |
| 2014-12-31 | $3.6M | 42k | 85.89 |
| 2014-09-30 | $3.3M | 43k | 76.46 |
| 2014-06-30 | $3.1M | 42k | 75.08 |
| 2014-03-31 | $3.0M | 40k | 76.44 |
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