Wal-Mart Stores shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.6M | 70k | 80.76 |
| 2024-06-30 | $5.0M | 72k | 68.64 |
| 2024-03-31 | $3.6M | 61k | 59.35 |
| 2023-12-31 | $2.7M | 17k | 157.65 |
| 2023-09-30 | $2.5M | 16k | 159.93 |
| 2023-06-30 | $2.5M | 16k | 157.18 |
| 2023-03-31 | $1.7M | 12k | 147.46 |
| 2022-12-31 | $1.7M | 12k | 141.80 |
| 2022-09-30 | $1.2M | 10k | 125.00 |
| 2022-06-30 | $463k | 3.8k | 121.64 |
| 2022-03-31 | $474k | 2.8k | 166.67 |
| 2021-12-31 | $436k | 2.6k | 166.67 |
More positions owned by EverSource Wealth Advisors
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