Wal-Mart Stores shares owned by LVW Advisors
Historical chart of LVW Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by LVW Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 25k | 60.17 |
| 2023-12-31 | $924k | 5.9k | 157.64 |
| 2023-09-30 | $671k | 4.2k | 159.92 |
| 2023-06-30 | $434k | 2.8k | 157.18 |
| 2023-03-31 | $406k | 2.8k | 147.45 |
| 2022-12-31 | $282k | 2.0k | 141.79 |
| 2022-09-30 | $276k | 2.1k | 129.82 |
| 2022-06-30 | $2.3M | 19k | 121.56 |
| 2022-03-31 | $4.4M | 30k | 148.90 |
| 2021-12-31 | $4.2M | 29k | 144.68 |
| 2021-09-30 | $4.3M | 31k | 139.37 |
| 2021-06-30 | $4.2M | 30k | 141.00 |
| 2021-03-31 | $4.2M | 31k | 135.83 |
| 2020-12-31 | $4.4M | 31k | 144.15 |
| 2020-09-30 | $4.7M | 34k | 139.89 |
| 2020-06-30 | $4.1M | 34k | 119.78 |
| 2020-03-31 | $3.6M | 32k | 113.63 |
| 2019-12-31 | $3.7M | 31k | 118.82 |
| 2019-09-30 | $3.3M | 28k | 118.68 |
| 2019-06-30 | $3.4M | 31k | 110.50 |
| 2019-03-31 | $3.1M | 31k | 97.52 |
| 2018-12-31 | $3.0M | 32k | 93.14 |
| 2018-09-30 | $2.9M | 31k | 93.90 |
| 2018-06-30 | $2.6M | 31k | 85.64 |
| 2018-03-31 | $2.5M | 28k | 88.97 |
| 2017-12-31 | $3.1M | 31k | 98.75 |
| 2017-09-30 | $2.5M | 32k | 78.15 |
| 2017-06-30 | $2.4M | 32k | 75.68 |
| 2017-03-31 | $2.3M | 32k | 72.09 |
| 2016-12-31 | $2.1M | 30k | 69.13 |
| 2016-09-30 | $2.1M | 29k | 72.11 |
| 2016-06-30 | $2.0M | 28k | 73.04 |
| 2016-03-31 | $1.9M | 27k | 68.50 |