Wal-Mart Stores shares owned by Financial Advisory
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Financial Advisory
from 13F filings
Historical chart of Financial Advisory investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 18k | 60.17 |
| 2023-09-30 | $1.0M | 6.5k | 159.92 |
| 2023-06-30 | $1.1M | 6.8k | 157.18 |
| 2023-03-31 | $1.0M | 6.8k | 147.45 |
| 2022-12-31 | $904k | 6.4k | 141.72 |
| 2022-09-30 | $901k | 7.0k | 129.64 |
| 2022-06-30 | $836k | 6.9k | 121.53 |
| 2022-03-31 | $1.0M | 6.9k | 148.93 |
| 2021-12-31 | $822k | 5.7k | 144.74 |
| 2021-09-30 | $789k | 5.7k | 139.40 |
| 2021-06-30 | $795k | 5.6k | 141.06 |
| 2021-03-31 | $741k | 5.5k | 135.86 |
| 2020-12-31 | $839k | 5.8k | 144.08 |
| 2020-09-30 | $763k | 5.5k | 139.97 |
| 2020-06-30 | $648k | 5.4k | 119.82 |
| 2020-03-31 | $614k | 5.4k | 113.58 |
| 2019-12-31 | $642k | 5.4k | 118.78 |
| 2019-09-30 | $635k | 5.4k | 118.65 |
| 2019-06-30 | $607k | 5.3k | 114.53 |
| 2019-03-31 | $517k | 5.3k | 97.58 |
| 2018-12-31 | $503k | 5.4k | 93.20 |
| 2018-09-30 | $503k | 5.4k | 93.93 |
| 2018-06-30 | $498k | 5.8k | 85.70 |
| 2018-03-31 | $480k | 5.4k | 88.94 |
| 2017-12-31 | $708k | 7.2k | 98.77 |
| 2017-09-30 | $662k | 8.5k | 78.11 |
| 2017-06-30 | $1.0M | 13k | 75.67 |
| 2017-03-31 | $997k | 14k | 72.11 |
| 2016-12-31 | $951k | 14k | 69.15 |
| 2016-09-30 | $991k | 14k | 72.08 |
| 2016-06-30 | $1.0M | 14k | 73.01 |
| 2016-03-31 | $935k | 14k | 68.46 |
| 2015-12-31 | $842k | 14k | 61.27 |
| 2015-09-30 | $725k | 11k | 64.80 |
| 2015-06-30 | $983k | 14k | 70.90 |
| 2015-03-31 | $1.1M | 14k | 82.27 |
| 2014-12-31 | $1.2M | 14k | 85.86 |
| 2014-09-30 | $1.0M | 14k | 76.49 |
| 2014-06-30 | $1.0M | 13k | 75.06 |
| 2014-03-31 | $1.2M | 16k | 76.42 |
| 2013-12-31 | $1.3M | 16k | 78.67 |
| 2013-09-30 | $808k | 11k | 73.97 |
| 2013-06-30 | $814k | 11k | 74.52 |