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Wal-Mart Stores shares owned by Halpern Financial

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Halpern Financial from 13F filings

Historical chart of Halpern Financial investment in Wal-Mart Stores

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All positions including Wal-Mart Stores held by Halpern Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Halpern Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $18k 300 59.43
2023-12-31 $16k 100 159.30
2023-09-30 $32k 200 159.93
2023-06-30 $31k 200 157.18
2023-03-31 $30k 200 147.45
2022-12-31 $35k 250 141.79
2022-09-30 $32k 250 129.70
2022-06-30 $30k 250 121.58
2022-03-31 $37k 250 148.92
2021-12-31 $60k 417 144.69
2021-09-30 $72k 516 139.38
2021-06-30 $50k 355 141.02
2021-03-31 $5.2k 38 135.84