Wal-Mart Stores shares owned by Affinity Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Affinity Wealth Management
from 13F filings
Historical chart of Affinity Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Affinity Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $867k | 8.4k | 103.07 |
| 2025-06-30 | $823k | 8.4k | 97.79 |
| 2025-03-31 | $739k | 8.4k | 87.80 |
| 2024-12-31 | $760k | 8.4k | 90.36 |
| 2024-09-30 | $746k | 9.2k | 80.75 |
| 2024-06-30 | $629k | 9.3k | 67.71 |
| 2024-03-31 | $587k | 9.8k | 60.17 |
| 2023-12-31 | $530k | 3.4k | 157.67 |
| 2023-09-30 | $537k | 3.4k | 159.95 |
| 2023-06-30 | $607k | 3.9k | 157.20 |
| 2023-03-31 | $545k | 3.7k | 147.47 |
| 2022-12-31 | $525k | 3.7k | 141.81 |
| 2022-09-30 | $480k | 3.7k | 129.62 |
| 2022-06-30 | $481k | 3.9k | 124.81 |
| 2022-03-31 | $620k | 3.9k | 157.64 |
| 2021-12-31 | $560k | 3.9k | 143.22 |
| 2021-09-30 | $955k | 7.1k | 135.17 |
| 2021-06-30 | $871k | 6.2k | 141.24 |
| 2021-03-31 | $945k | 6.7k | 140.69 |
| 2020-12-31 | $957k | 6.7k | 143.41 |
| 2020-09-30 | $879k | 6.2k | 140.91 |
| 2020-06-30 | $712k | 5.5k | 129.36 |
| 2020-03-31 | $712k | 5.8k | 122.97 |
| 2019-12-31 | $782k | 6.6k | 118.77 |
| 2019-09-30 | $774k | 6.5k | 118.62 |
| 2019-06-30 | $441k | 4.0k | 110.55 |
| 2019-03-31 | $312k | 3.2k | 97.44 |
| 2018-12-31 | $256k | 2.7k | 93.12 |
| 2017-09-30 | $212k | 2.7k | 78.11 |
More positions owned by Affinity Wealth Management
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