Wal-Mart Stores shares owned by Source Financial Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $629k | 7.8k | 80.75 |
| 2024-06-30 | $553k | 8.2k | 67.71 |
| 2024-03-31 | $498k | 8.3k | 60.17 |
| 2023-12-31 | $614k | 3.9k | 157.65 |
| 2023-09-30 | $438k | 2.7k | 159.93 |
| 2023-06-30 | $415k | 2.6k | 157.18 |
| 2023-03-31 | $372k | 2.5k | 147.47 |
| 2022-12-31 | $564k | 4.0k | 141.79 |
| 2022-09-30 | $517k | 4.0k | 129.80 |
| 2022-06-30 | $480k | 3.8k | 125.00 |
| 2021-09-30 | $207k | 1.5k | 139.25 |
| 2021-06-30 | $220k | 1.5k | 145.63 |
| 2021-03-31 | $205k | 1.5k | 135.75 |
| 2020-12-31 | $225k | 1.6k | 144.23 |