McKinley Carter Wealth Services »

Wal-Mart Stores shares owned by McKinley Carter Wealth Services

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by McKinley Carter Wealth Services from 13F filings

Historical chart of McKinley Carter Wealth Services investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by McKinley Carter Wealth Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wal-Mart Stores by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $970k 16k 60.17
2023-12-31 $837k 5.3k 157.64
2023-09-30 $862k 5.4k 159.92
2023-06-30 $836k 5.3k 157.17
2023-03-31 $785k 5.3k 147.46
2022-12-31 $715k 5.0k 141.78
2022-09-30 $569k 4.4k 129.67
2022-06-30 $502k 4.1k 121.64
2022-03-31 $612k 4.1k 148.94
2021-12-31 $720k 5.0k 144.75
2021-09-30 $801k 5.7k 139.38
2021-06-30 $663k 4.7k 141.03
2021-03-31 $641k 4.7k 135.92
2020-12-31 $601k 4.2k 144.06
2020-09-30 $584k 4.2k 139.98
2020-06-30 $500k 4.2k 119.85
2020-03-31 $441k 3.9k 113.60
2019-12-31 $642k 5.4k 118.80
2019-09-30 $652k 5.5k 118.65
2019-06-30 $579k 5.2k 110.48
2019-03-31 $519k 5.3k 97.45
2018-12-31 $509k 5.5k 93.07
2018-09-30 $506k 5.4k 93.83
2018-06-30 $498k 5.8k 85.64
2018-03-31 $545k 6.1k 88.94
2017-12-31 $712k 7.2k 98.75
2017-09-30 $478k 6.1k 78.17
2017-06-30 $438k 5.8k 75.75
2017-03-31 $371k 5.1k 72.07
2016-12-31 $326k 4.7k 69.17
2016-09-30 $266k 3.7k 72.22
2016-06-30 $320k 4.4k 73.08
2016-03-31 $306k 4.5k 68.53
2015-12-31 $228k 3.7k 61.21
2015-09-30 $242k 3.7k 64.97
2015-06-30 $436k 6.1k 70.94
2015-03-31 $525k 6.4k 82.29
2014-12-31 $601k 7.0k 85.82
2014-09-30 $266k 3.5k 76.50
2014-06-30 $287k 3.8k 75.19
2014-03-31 $376k 4.9k 76.53
2013-12-31 $1.1M 14k 78.71
2013-09-30 $221k 3.0k 73.84
2011-12-31 $222k 3.7k 59.87