Wal-Mart Stores shares owned by Crestwood Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.7M | 29k | 60.17 |
| 2023-12-31 | $1.6M | 10k | 157.65 |
| 2023-09-30 | $1.5M | 9.4k | 159.93 |
| 2023-06-30 | $1.1M | 7.2k | 157.17 |
| 2023-03-31 | $611k | 4.1k | 147.46 |
| 2022-12-31 | $574k | 4.0k | 141.78 |
| 2022-09-30 | $554k | 4.3k | 129.68 |
| 2022-06-30 | $555k | 4.6k | 121.52 |
| 2022-03-31 | $756k | 5.1k | 148.82 |
| 2021-12-31 | $699k | 4.8k | 144.75 |
| 2021-09-30 | $617k | 4.4k | 139.31 |
| 2021-06-30 | $642k | 4.5k | 141.13 |
| 2021-03-31 | $644k | 4.7k | 135.87 |
| 2020-12-31 | $750k | 5.2k | 144.09 |
| 2020-09-30 | $735k | 5.3k | 139.87 |
| 2020-06-30 | $544k | 4.5k | 119.69 |
| 2020-03-31 | $479k | 4.2k | 113.64 |
| 2019-12-31 | $322k | 2.7k | 118.86 |
| 2019-09-30 | $209k | 1.8k | 118.82 |
| 2018-03-31 | $241k | 2.7k | 89.06 |
| 2017-12-31 | $267k | 2.7k | 98.67 |
| 2017-03-31 | $572k | 7.6k | 75.57 |
| 2016-12-31 | $509k | 7.4k | 69.07 |
| 2016-09-30 | $604k | 8.4k | 72.17 |
| 2016-06-30 | $641k | 8.8k | 72.98 |
| 2016-03-31 | $561k | 8.2k | 68.51 |
| 2015-12-31 | $601k | 9.8k | 61.28 |
| 2015-09-30 | $9.5M | 147k | 64.84 |
| 2015-06-30 | $9.4M | 132k | 70.93 |
| 2015-03-31 | $11M | 128k | 82.25 |
| 2014-12-31 | $10M | 121k | 85.88 |
| 2014-09-30 | $8.9M | 117k | 76.47 |
| 2014-06-30 | $9.0M | 119k | 75.07 |
| 2014-03-31 | $8.7M | 114k | 76.43 |
| 2013-12-31 | $8.5M | 108k | 78.69 |
| 2013-09-30 | $8.0M | 108k | 73.96 |
| 2013-06-30 | $7.9M | 107k | 74.49 |
| 2013-03-31 | $7.9M | 105k | 74.83 |
| 2012-12-31 | $6.8M | 99k | 68.23 |
| 2012-09-30 | $7.4M | 101k | 73.80 |
| 2012-06-30 | $7.3M | 105k | 69.72 |
| 2012-03-31 | $6.3M | 103k | 61.20 |
| 2011-12-31 | $6.2M | 103k | 59.76 |
| 2011-09-30 | $5.2M | 101k | 51.90 |
| 2011-06-30 | $5.3M | 100k | 53.14 |
| 2011-03-31 | $5.3M | 102k | 52.05 |