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Wal-Mart Stores shares owned by TCI Wealth Advisors

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

Historical chart of TCI Wealth Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by TCI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 18k 60.17
2023-12-31 $929k 5.9k 157.65
2023-09-30 $1.1M 6.9k 159.92
2023-06-30 $934k 5.9k 157.19
2023-03-31 $879k 6.0k 147.44
2022-12-31 $873k 6.2k 141.80
2022-09-30 $740k 5.7k 129.73
2022-06-30 $670k 5.5k 121.55
2022-03-31 $901k 6.0k 148.95
2021-12-31 $857k 5.9k 144.74
2021-09-30 $867k 6.2k 139.30
2021-06-30 $816k 5.8k 140.98
2021-03-31 $762k 5.6k 135.80
2020-12-31 $847k 5.9k 144.22
2020-09-30 $1.1M 8.2k 139.95
2020-06-30 $1.0M 8.5k 119.79
2020-03-31 $877k 7.7k 113.67
2019-12-31 $937k 7.9k 118.89
2019-09-30 $857k 7.2k 118.71
2019-06-30 $773k 7.0k 110.46
2019-03-31 $686k 7.0k 97.54
2018-12-31 $662k 7.1k 93.19
2018-09-30 $637k 6.8k 93.95
2018-06-30 $551k 6.4k 85.72
2018-03-31 $572k 6.4k 88.94
2017-12-31 $639k 6.5k 98.81
2017-09-30 $466k 6.0k 78.16
2017-06-30 $438k 5.8k 75.75
2017-03-31 $422k 5.9k 72.01
2016-12-31 $438k 6.3k 69.19
2016-09-30 $425k 5.9k 72.14
2016-06-30 $463k 6.3k 73.06
2016-03-31 $365k 5.3k 68.48
2015-12-31 $304k 5.0k 61.36
2015-09-30 $330k 5.1k 64.86
2015-06-30 $329k 4.6k 70.94
2015-03-31 $413k 5.0k 82.25
2014-12-31 $437k 5.1k 85.96
2014-09-30 $405k 5.3k 76.46
2014-06-30 $403k 5.4k 75.12
2014-03-31 $425k 5.6k 76.37
2013-12-31 $451k 5.7k 78.71
2013-09-30 $426k 5.8k 74.05
2013-06-30 $525k 7.1k 74.46
2013-03-31 $119k 1.6k 74.80
2012-12-31 $142k 2.1k 68.04