Wal-Mart Stores shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.3M | 88k | 60.17 |
| 2023-09-30 | $4.8M | 30k | 159.93 |
| 2023-06-30 | $4.8M | 30k | 157.18 |
| 2023-03-31 | $1.2M | 7.9k | 147.45 |
| 2022-12-31 | $1.2M | 8.6k | 141.79 |
| 2022-09-30 | $1.2M | 8.9k | 129.73 |
| 2022-06-30 | $1.1M | 9.3k | 121.63 |
| 2022-03-31 | $1.4M | 9.6k | 148.90 |
| 2021-12-31 | $1.4M | 9.9k | 144.72 |
| 2021-09-30 | $1.4M | 10k | 139.36 |
| 2021-06-30 | $1.5M | 11k | 141.06 |
| 2020-12-31 | $1.5M | 10k | 144.10 |
| 2020-09-30 | $1.5M | 10k | 139.91 |
| 2020-06-30 | $1.2M | 10k | 119.74 |
| 2020-03-31 | $1.2M | 10k | 113.66 |
| 2019-09-30 | $724k | 6.1k | 118.75 |
| 2019-06-30 | $690k | 6.2k | 110.44 |
| 2019-03-31 | $758k | 7.8k | 97.59 |
| 2018-12-31 | $506k | 5.4k | 93.17 |
| 2018-09-30 | $510k | 5.4k | 93.91 |
| 2018-06-30 | $451k | 5.3k | 85.58 |
More positions owned by Summit Financial Strategies
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