Wal-Mart Stores shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 30k | 34.54 |
| 2025-06-30 | $956k | 30k | 31.87 |
| 2025-03-31 | $834k | 30k | 27.60 |
| 2024-12-31 | $831k | 9.2k | 90.35 |
| 2024-09-30 | $731k | 9.1k | 80.75 |
| 2024-06-30 | $588k | 8.7k | 67.71 |
| 2024-03-31 | $521k | 8.7k | 60.17 |
| 2023-12-31 | $454k | 2.9k | 157.66 |
| 2023-09-30 | $471k | 2.9k | 159.94 |
| 2023-06-30 | $462k | 2.9k | 157.17 |
| 2023-03-31 | $431k | 2.9k | 147.46 |
| 2022-12-31 | $414k | 2.9k | 141.80 |
| 2022-09-30 | $378k | 2.9k | 129.50 |
| 2022-06-30 | $329k | 2.7k | 121.54 |
| 2022-03-31 | $409k | 2.7k | 148.89 |
| 2021-12-31 | $405k | 2.8k | 143.11 |
| 2021-09-30 | $408k | 2.9k | 139.20 |
| 2021-06-30 | $412k | 2.9k | 140.81 |
| 2021-03-31 | $391k | 2.9k | 135.76 |
| 2020-12-31 | $376k | 2.6k | 144.17 |