Wal-Mart Stores shares owned by Trinity Financial Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Trinity Financial Advisors
from 13F filings
Historical chart of Trinity Financial Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Trinity Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $805k | 8.9k | 90.21 |
| 2024-09-30 | $705k | 8.9k | 78.99 |
| 2024-06-30 | $604k | 8.9k | 67.71 |
| 2024-03-31 | $537k | 8.9k | 60.17 |
| 2023-12-31 | $469k | 3.0k | 157.65 |
| 2023-09-30 | $509k | 3.2k | 159.91 |
| 2023-06-30 | $508k | 3.2k | 157.17 |
| 2023-03-31 | $469k | 3.2k | 147.45 |
| 2022-12-31 | $451k | 3.2k | 141.80 |
| 2022-09-30 | $412k | 3.2k | 129.60 |
| 2022-03-31 | $473k | 3.2k | 148.93 |
| 2021-12-31 | $462k | 3.2k | 144.65 |
| 2021-09-30 | $445k | 3.2k | 139.32 |
| 2021-06-30 | $450k | 3.2k | 140.93 |
| 2021-03-31 | $435k | 3.2k | 135.90 |
| 2020-12-31 | $474k | 2.9k | 162.22 |
More positions owned by Trinity Financial Advisors
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