Wal-Mart Stores shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 29k | 103.06 |
| 2025-06-30 | $2.9M | 30k | 97.78 |
| 2024-03-31 | $58k | 967 | 60.15 |
| 2023-12-31 | $16k | 110 | 141.79 |
| 2023-09-30 | $72k | 447 | 160.11 |
| 2023-06-30 | $70k | 447 | 157.10 |
| 2023-03-31 | $69k | 470 | 147.52 |
| 2022-12-31 | $16k | 110 | 141.79 |
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