Wal-Mart Stores shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.5M | 27k | 90.35 |
| 2024-09-30 | $1.8M | 22k | 80.75 |
| 2024-06-30 | $1.7M | 26k | 67.71 |
| 2024-03-31 | $1.3M | 22k | 60.17 |
| 2023-09-30 | $1.1M | 6.8k | 159.94 |
| 2023-06-30 | $954k | 6.1k | 157.18 |
| 2023-03-31 | $765k | 5.2k | 147.45 |
| 2022-12-31 | $756k | 5.3k | 141.79 |
| 2022-09-30 | $872k | 6.7k | 129.65 |
| 2022-06-30 | $682k | 5.6k | 121.53 |
| 2022-03-31 | $890k | 6.0k | 148.95 |
| 2021-12-31 | $860k | 5.9k | 144.64 |
| 2021-09-30 | $600k | 4.3k | 139.34 |
| 2021-06-30 | $944k | 6.7k | 141.00 |
| 2021-03-31 | $760k | 5.6k | 135.81 |
| 2020-12-31 | $945k | 6.6k | 144.14 |
| 2020-09-30 | $1.1M | 7.6k | 139.98 |
| 2020-06-30 | $861k | 7.2k | 119.75 |
| 2020-03-31 | $809k | 7.1k | 113.58 |
| 2019-12-31 | $842k | 7.1k | 118.84 |
| 2019-09-30 | $900k | 7.6k | 118.66 |
| 2019-06-30 | $676k | 6.1k | 110.42 |
| 2019-03-31 | $604k | 6.2k | 97.51 |
| 2018-12-31 | $565k | 6.1k | 93.22 |
| 2018-09-30 | $576k | 6.1k | 93.87 |
| 2018-06-30 | $631k | 7.4k | 85.62 |
| 2018-03-31 | $653k | 7.3k | 89.01 |
| 2017-12-31 | $731k | 7.4k | 98.78 |
| 2017-09-30 | $583k | 7.5k | 78.08 |
| 2017-06-30 | $576k | 7.6k | 75.72 |
| 2017-03-31 | $542k | 7.3k | 74.08 |
| 2016-12-31 | $520k | 7.5k | 69.09 |
| 2016-09-30 | $654k | 9.3k | 69.98 |
| 2016-06-30 | $667k | 9.1k | 73.06 |
| 2016-03-31 | $715k | 10k | 68.51 |
| 2015-12-31 | $235k | 3.7k | 64.24 |
| 2015-09-30 | $235k | 3.6k | 64.76 |
| 2015-03-31 | $293k | 3.7k | 79.19 |
| 2014-12-31 | $329k | 3.7k | 89.21 |
| 2014-09-30 | $284k | 3.7k | 76.57 |
| 2014-06-30 | $285k | 3.7k | 77.11 |
| 2014-03-31 | $309k | 4.0k | 77.13 |
| 2013-12-31 | $302k | 4.0k | 75.35 |
| 2013-09-30 | $309k | 4.0k | 77.33 |
| 2013-06-30 | $317k | 4.1k | 76.90 |
| 2013-03-31 | $317k | 4.1k | 77.81 |