Wal-Mart Stores shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $189k | 1.8k | 103.06 |
| 2025-06-30 | $218k | 2.2k | 97.78 |
| 2025-03-31 | $196k | 2.2k | 87.79 |
| 2024-12-31 | $201k | 2.2k | 90.35 |
| 2024-09-30 | $224k | 2.8k | 80.75 |
| 2024-06-30 | $188k | 2.8k | 67.71 |
| 2024-03-31 | $167k | 2.8k | 60.17 |
| 2023-12-31 | $116k | 733 | 157.65 |
| 2023-09-30 | $113k | 708 | 159.93 |
| 2023-06-30 | $106k | 677 | 157.18 |
| 2023-03-31 | $101k | 687 | 147.45 |
| 2022-12-31 | $94k | 663 | 141.78 |
| 2022-09-30 | $81k | 628 | 128.98 |
| 2022-06-30 | $73k | 602 | 121.26 |
| 2022-03-31 | $85k | 568 | 149.65 |
| 2021-12-31 | $78k | 538 | 144.98 |
| 2021-09-30 | $146k | 1.0k | 139.18 |
| 2021-06-30 | $148k | 1.0k | 141.09 |
| 2021-03-31 | $142k | 1.0k | 135.37 |
| 2020-12-31 | $138k | 960 | 143.75 |
| 2020-09-30 | $36k | 260 | 138.46 |
| 2020-06-30 | $20k | 165 | 121.21 |
| 2020-03-31 | $26k | 228 | 114.04 |
| 2019-12-31 | $27k | 228 | 118.42 |