Wal-Mart Stores shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.4M | 26k | 90.35 |
| 2024-09-30 | $2.0M | 25k | 80.75 |
| 2024-06-30 | $1.7M | 25k | 67.71 |
| 2024-03-31 | $1.4M | 24k | 60.17 |
| 2023-12-31 | $1.2M | 7.7k | 157.64 |
| 2023-09-30 | $1.3M | 8.0k | 159.92 |
| 2023-06-30 | $1.1M | 7.2k | 157.18 |
| 2023-03-31 | $1.0M | 7.0k | 147.46 |
| 2022-12-31 | $965k | 6.8k | 141.79 |
| 2022-09-30 | $743k | 5.7k | 129.76 |
| 2022-06-30 | $588k | 4.8k | 121.66 |
| 2022-03-31 | $881k | 5.9k | 148.89 |
| 2021-12-31 | $783k | 5.4k | 144.76 |
| 2021-09-30 | $752k | 5.4k | 139.44 |
| 2021-06-30 | $711k | 5.0k | 140.96 |
| 2021-03-31 | $674k | 5.0k | 135.81 |
| 2020-12-31 | $722k | 5.0k | 144.17 |
| 2020-09-30 | $702k | 5.0k | 139.95 |
| 2019-12-31 | $371k | 3.1k | 118.87 |
| 2019-09-30 | $364k | 3.1k | 118.61 |
| 2019-06-30 | $339k | 3.1k | 110.46 |
| 2019-03-31 | $310k | 3.2k | 97.58 |
| 2018-12-31 | $265k | 2.8k | 93.28 |
| 2018-09-30 | $255k | 2.7k | 93.82 |
| 2018-06-30 | $238k | 2.7k | 87.56 |
| 2018-03-31 | $224k | 2.6k | 86.42 |
| 2017-12-31 | $244k | 2.5k | 98.59 |