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Wal-Mart Stores shares owned by Sontag Advisory

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Wal-Mart Stores

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All positions including Wal-Mart Stores held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.7M 30k 157.65
2023-09-30 $3.6M 22k 159.93
2023-06-30 $3.2M 21k 157.18
2023-03-31 $3.4M 23k 147.45
2022-12-31 $3.6M 25k 141.79
2022-09-30 $2.8M 22k 129.71
2022-06-30 $2.7M 22k 121.59
2022-03-31 $2.7M 18k 148.92
2021-12-31 $2.6M 18k 144.71
2021-09-30 $2.8M 20k 139.39
2021-06-30 $1.8M 13k 141.00
2021-03-31 $4.1M 30k 135.82
2020-12-31 $3.4M 24k 144.13
2020-09-30 $1.5M 10k 139.93
2020-06-30 $1.2M 10k 119.78
2020-03-31 $3.0M 26k 113.61
2019-12-31 $737k 6.2k 118.91
2019-09-30 $562k 4.7k 118.64
2018-12-31 $101k 1.1k 92.92