Wal-Mart Stores shares owned by Westbourne Investment Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Westbourne Investment Advisors
from 13F filings
Historical chart of Westbourne Investment Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Westbourne Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $348k | 3.8k | 90.41 |
| 2024-09-30 | $311k | 3.8k | 80.80 |
| 2024-06-30 | $261k | 3.8k | 67.81 |
| 2024-03-31 | $235k | 3.9k | 60.19 |
| 2023-09-30 | $217k | 1.4k | 159.91 |
| 2023-06-30 | $213k | 1.4k | 156.96 |
| 2023-03-31 | $221k | 1.5k | 147.63 |
| 2022-12-31 | $219k | 1.5k | 141.56 |
| 2022-09-30 | $278k | 2.1k | 129.48 |
| 2022-06-30 | $267k | 2.2k | 121.53 |
| 2022-03-31 | $327k | 2.2k | 148.84 |
| 2021-12-31 | $318k | 2.2k | 144.74 |
| 2021-09-30 | $376k | 2.7k | 139.41 |
| 2021-06-30 | $380k | 2.7k | 140.90 |
| 2021-03-31 | $380k | 2.8k | 135.86 |
| 2020-12-31 | $506k | 3.5k | 144.08 |
| 2020-09-30 | $624k | 4.5k | 139.85 |
| 2020-06-30 | $476k | 4.0k | 119.69 |
| 2020-03-31 | $458k | 4.0k | 113.73 |
| 2019-12-31 | $487k | 4.1k | 118.72 |
| 2019-09-30 | $473k | 4.0k | 118.78 |
| 2019-06-30 | $442k | 4.0k | 110.44 |
| 2019-03-31 | $429k | 4.4k | 97.46 |
| 2018-12-31 | $421k | 4.5k | 93.12 |
| 2018-09-30 | $580k | 6.2k | 93.99 |
| 2018-06-30 | $635k | 7.4k | 85.63 |
| 2018-03-31 | $650k | 7.3k | 88.97 |
| 2017-12-31 | $266k | 2.7k | 98.85 |
| 2017-09-30 | $228k | 2.9k | 78.06 |
| 2017-06-30 | $250k | 3.3k | 75.57 |
| 2017-03-31 | $222k | 3.1k | 72.12 |
| 2016-09-30 | $218k | 3.0k | 71.99 |
| 2016-06-30 | $207k | 2.8k | 73.20 |
More positions owned by Westbourne Investment Advisors
Home Depot (HD)
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