Wal-Mart Stores shares owned by Cassady Schiller Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Cassady Schiller Wealth Management
from 13F filings
Historical chart of Cassady Schiller Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Cassady Schiller Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $97k | 1.1k | 90.34 |
| 2024-09-30 | $83k | 1.0k | 80.74 |
| 2024-06-30 | $69k | 1.0k | 67.70 |
| 2024-03-31 | $62k | 1.0k | 60.16 |
| 2023-12-31 | $52k | 332 | 157.63 |
| 2023-09-30 | $53k | 332 | 159.91 |
| 2023-06-30 | $52k | 332 | 157.16 |
| 2023-03-31 | $49k | 332 | 147.43 |
| 2022-12-31 | $81k | 567 | 141.90 |
| 2021-12-31 | $74k | 509 | 145.38 |
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