Wal-Mart Stores shares owned by SC&H Financial Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by SC&H Financial Advisors
from 13F filings
Historical chart of SC&H Financial Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by SC&H Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $925k | 10k | 90.35 |
| 2024-09-30 | $818k | 10k | 80.75 |
| 2024-06-30 | $686k | 10k | 67.71 |
| 2024-03-31 | $608k | 10k | 60.17 |
| 2023-12-31 | $531k | 3.4k | 157.67 |
| 2023-09-30 | $446k | 2.8k | 159.96 |
| 2023-06-30 | $452k | 2.9k | 157.20 |
| 2023-03-31 | $426k | 2.9k | 147.44 |
| 2022-12-31 | $440k | 3.1k | 141.81 |
| 2022-09-30 | $403k | 3.1k | 129.79 |
| 2022-06-30 | $418k | 3.4k | 121.48 |
| 2022-03-31 | $549k | 3.7k | 148.94 |
| 2021-12-31 | $538k | 3.7k | 144.78 |