Wal-Mart Stores shares owned by Burt Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Burt Wealth Advisors
from 13F filings
Historical chart of Burt Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 10k | 103.06 |
| 2025-06-30 | $983k | 10k | 97.78 |
| 2025-03-31 | $895k | 10k | 87.79 |
| 2024-12-31 | $921k | 10k | 90.35 |
| 2024-09-30 | $704k | 8.7k | 80.75 |
| 2024-06-30 | $602k | 8.9k | 67.71 |
| 2024-03-31 | $562k | 9.3k | 60.17 |
| 2023-12-31 | $490k | 3.1k | 157.64 |
| 2023-09-30 | $510k | 3.2k | 159.92 |
| 2023-06-30 | $501k | 3.2k | 157.18 |
| 2023-03-31 | $474k | 3.2k | 147.45 |
| 2022-12-31 | $451k | 3.2k | 141.73 |
| 2022-09-30 | $413k | 3.2k | 129.79 |
| 2022-06-30 | $387k | 3.2k | 121.66 |
| 2022-03-31 | $473k | 3.2k | 148.79 |
| 2021-12-31 | $441k | 3.0k | 144.64 |
| 2021-09-30 | $425k | 3.0k | 139.39 |
| 2021-06-30 | $430k | 3.0k | 141.08 |
| 2021-03-31 | $444k | 3.3k | 135.74 |
| 2020-12-31 | $426k | 3.0k | 144.26 |
| 2020-09-30 | $413k | 3.0k | 139.86 |
| 2020-06-30 | $354k | 3.0k | 119.92 |
| 2020-03-31 | $346k | 3.0k | 113.67 |
| 2019-12-31 | $362k | 3.0k | 118.96 |
| 2019-09-30 | $361k | 3.0k | 118.63 |
| 2019-06-30 | $336k | 3.0k | 110.45 |
| 2019-03-31 | $296k | 3.0k | 97.40 |
| 2018-12-31 | $227k | 2.4k | 93.11 |
| 2018-09-30 | $229k | 2.4k | 93.93 |
| 2018-06-30 | $177k | 2.1k | 85.63 |
| 2018-03-31 | $207k | 2.3k | 89.15 |
| 2017-12-31 | $229k | 2.3k | 98.66 |
| 2017-09-30 | $181k | 2.3k | 77.98 |
| 2017-06-30 | $192k | 2.5k | 75.38 |
| 2017-03-31 | $151k | 2.1k | 72.01 |
| 2016-12-31 | $145k | 2.1k | 68.95 |
| 2016-09-30 | $151k | 2.1k | 71.80 |
| 2016-06-30 | $153k | 2.1k | 72.75 |
| 2016-03-31 | $15k | 2.1k | 7.07 |
| 2015-12-31 | $128k | 2.1k | 60.87 |
| 2015-09-30 | $129k | 2.0k | 64.44 |
| 2015-06-30 | $142k | 2.0k | 70.93 |
| 2015-03-31 | $165k | 2.0k | 82.26 |
| 2014-12-31 | $172k | 2.0k | 85.91 |