Summit Financial Strategies, Inc.'s ownership history for WMT


Summit Financial Strategies, Inc. currently holds 83.7K shares with a market value of $8.6M. It started holding WMT on 2024-09-30. At its peak, it held 85.5K shares on 2024-09-30. Its highest holding value was $8.6M on 2025-09-30. At its lowest, it held 83.7K shares on 2025-09-30, with a value of $6.9M on 2024-09-30. In the recent 180 days, Summit Financial Strategies, Inc. has decreased its shares by 855. In the recent year, Summit Financial Strategies, Inc. has decreased its shares by 1.8K.


Summit Financial Strategies, Inc.'s ownership history for WMT