Wal-Mart Stores shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 21k | 80.75 |
| 2024-06-30 | $1.3M | 20k | 67.71 |
| 2024-03-31 | $1.4M | 23k | 60.17 |
| 2023-09-30 | $1.1M | 6.7k | 159.94 |
| 2023-06-30 | $1.1M | 6.7k | 157.19 |
| 2023-03-31 | $1.0M | 6.9k | 147.46 |
| 2022-12-31 | $1.0M | 7.2k | 141.80 |
| 2022-09-30 | $895k | 6.9k | 129.71 |
| 2022-06-30 | $764k | 6.3k | 121.60 |
| 2022-03-31 | $739k | 5.0k | 148.87 |
| 2021-12-31 | $1.5M | 10k | 144.72 |
| 2021-09-30 | $1.4M | 10k | 139.38 |
| 2021-06-30 | $1.8M | 13k | 141.03 |
| 2021-03-31 | $1.7M | 12k | 135.80 |
| 2020-12-31 | $1.6M | 11k | 144.12 |
| 2020-09-30 | $1.8M | 13k | 139.91 |
| 2020-06-30 | $1.5M | 13k | 119.78 |
| 2020-03-31 | $788k | 6.9k | 113.59 |
| 2019-12-31 | $839k | 7.1k | 118.91 |
| 2019-09-30 | $812k | 6.8k | 118.61 |
More positions owned by Williams Jones Wealth Management
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