Wal-Mart Stores shares owned by Synergy Financial Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Synergy Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $370k | 6.1k | 60.17 |
| 2023-12-31 | $323k | 2.1k | 157.69 |
| 2023-09-30 | $331k | 2.1k | 159.97 |
| 2023-03-31 | $258k | 1.7k | 147.45 |
| 2022-12-31 | $241k | 1.7k | 141.79 |
| 2022-09-30 | $246k | 1.9k | 129.33 |
| 2022-06-30 | $962k | 7.9k | 121.58 |
| 2022-03-31 | $8.1M | 54k | 148.92 |
| 2021-12-31 | $13M | 89k | 144.69 |
| 2021-09-30 | $6.2M | 45k | 139.37 |
| 2021-06-30 | $9.6M | 68k | 141.02 |
| 2021-03-31 | $330k | 2.4k | 135.89 |
| 2020-12-31 | $6.0M | 41k | 144.14 |
More positions owned by Synergy Financial Management
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