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Wal-Mart Stores shares owned by Evermay Wealth Management

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

Historical chart of Evermay Wealth Management investment in Wal-Mart Stores

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

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Quarterly reported holdings in Wal-Mart Stores by Evermay Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $330k 2.1k 158.10
2023-09-30 $331k 2.1k 159.93
2023-06-30 $324k 2.1k 157.18
2023-03-31 $299k 2.0k 147.97
2022-12-31 $284k 2.0k 142.29
2022-09-30 $249k 1.9k 129.89
2022-06-30 $197k 1.6k 121.83
2022-03-31 $296k 2.0k 148.74
2021-12-31 $292k 2.0k 144.55
2021-09-30 $733k 5.2k 141.02
2021-06-30 $733k 5.2k 141.02
2021-03-31 $713k 5.2k 135.86
2020-12-31 $741k 5.1k 144.14
2020-09-30 $703k 5.0k 139.96
2020-06-30 $602k 5.0k 119.85