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Wal-Mart Stores shares owned by Sound Financial Strategies Group

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Sound Financial Strategies Group from 13F filings

Historical chart of Sound Financial Strategies Group investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Sound Financial Strategies Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Sound Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $559k 3.5k 157.65
2023-09-30 $943k 5.9k 159.93
2023-06-30 $998k 6.3k 157.18
2023-03-31 $1.0M 7.1k 147.45
2022-12-31 $396k 2.8k 141.79
2022-03-31 $811k 5.4k 148.97
2020-12-31 $583k 4.0k 144.16
2020-09-30 $513k 3.7k 139.97
2020-06-30 $446k 3.7k 119.86
2020-03-31 $423k 3.7k 113.65
2019-12-31 $1.4M 12k 118.87