Wal-Mart Stores shares owned by WMG Financial Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by WMG Financial Advisors
from 13F filings
Historical chart of WMG Financial Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by WMG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 22k | 80.75 |
| 2024-06-30 | $1.5M | 23k | 67.71 |
| 2024-03-31 | $1.4M | 23k | 60.17 |
| 2023-12-31 | $1.1M | 7.2k | 157.65 |
| 2023-09-30 | $1.3M | 8.3k | 159.93 |
| 2023-06-30 | $1.3M | 8.4k | 157.18 |
| 2023-03-31 | $1.2M | 8.2k | 147.45 |
| 2022-12-31 | $1.2M | 8.6k | 141.79 |
| 2022-09-30 | $1.1M | 8.6k | 129.65 |
| 2022-06-30 | $1.0M | 8.5k | 121.70 |
| 2022-03-31 | $1.3M | 8.6k | 148.89 |
| 2021-12-31 | $1.2M | 8.4k | 144.75 |