Summit Place Financial Advisors »

Wal-Mart Stores shares owned by Summit Place Financial Advisors

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Summit Place Financial Advisors from 13F filings

Historical chart of Summit Place Financial Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Summit Place Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wal-Mart Stores by Summit Place Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.9M 18k 157.65
2023-09-30 $2.7M 17k 159.93
2023-06-30 $2.8M 18k 157.18
2023-03-31 $2.7M 18k 147.45
2022-12-31 $2.4M 17k 141.79
2022-09-30 $1.9M 15k 129.72
2022-06-30 $1.8M 15k 121.61
2022-03-31 $1.8M 12k 148.95