Wal-Mart Stores shares owned by Joel R Mogy Investment Counsel
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Joel R Mogy Investment Counsel
from 13F filings
Historical chart of Joel R Mogy Investment Counsel investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Joel R Mogy Investment Counsel consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wal-Mart Stores by Joel R Mogy Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.7M | 61k | 60.17 |
| 2023-12-31 | $3.2M | 21k | 157.65 |
| 2023-09-30 | $3.3M | 21k | 159.93 |
| 2023-06-30 | $3.2M | 21k | 157.18 |
| 2023-03-31 | $3.0M | 21k | 147.45 |
| 2022-12-31 | $3.0M | 21k | 141.79 |
| 2022-09-30 | $2.8M | 21k | 129.68 |
| 2022-06-30 | $2.7M | 22k | 121.56 |
| 2022-03-31 | $3.3M | 22k | 148.90 |
| 2021-12-31 | $3.2k | 2.2k | 1.45 |
| 2021-09-30 | $3.1M | 22k | 139.39 |
| 2021-06-30 | $3.1M | 22k | 141.01 |
| 2021-03-31 | $3.0M | 22k | 135.81 |
| 2020-12-31 | $3.2M | 22k | 144.14 |
| 2020-09-30 | $3.1M | 22k | 139.89 |
| 2020-06-30 | $2.7M | 22k | 119.78 |
| 2020-03-31 | $2.5M | 22k | 113.60 |
| 2019-12-31 | $2.7M | 22k | 118.84 |
| 2019-09-30 | $2.6M | 22k | 118.66 |
| 2019-06-30 | $2.4M | 22k | 110.50 |
| 2019-03-31 | $2.2M | 22k | 97.55 |
| 2018-12-31 | $2.1M | 22k | 93.15 |
| 2018-09-30 | $2.1M | 22k | 93.92 |
| 2018-06-30 | $1.9M | 22k | 85.66 |
| 2018-03-31 | $2.0M | 22k | 88.96 |
| 2017-12-31 | $2.2M | 22k | 98.76 |
| 2017-09-30 | $1.7M | 22k | 78.14 |
| 2017-06-30 | $1.6M | 22k | 75.66 |
| 2017-03-31 | $1.6M | 22k | 72.09 |
| 2016-12-31 | $1.6M | 24k | 69.12 |
| 2016-09-30 | $1.7M | 24k | 72.14 |
| 2016-06-30 | $1.7M | 24k | 73.03 |
| 2016-03-31 | $1.7M | 24k | 68.47 |
| 2015-12-31 | $1.5M | 2.5k | 613.03 |
| 2015-09-30 | $2.3M | 35k | 64.85 |
| 2015-06-30 | $4.6M | 65k | 70.93 |
| 2015-03-31 | $5.6M | 68k | 82.25 |
| 2014-12-31 | $5.9M | 68k | 85.88 |
| 2014-09-30 | $5.3M | 69k | 76.48 |
| 2014-06-30 | $5.2M | 70k | 75.06 |
| 2014-03-31 | $5.3M | 69k | 76.43 |
| 2013-12-31 | $5.3M | 68k | 78.70 |
| 2013-09-30 | $5.0M | 67k | 73.97 |
| 2013-06-30 | $4.7M | 64k | 74.49 |
| 2013-03-31 | $4.7M | 62k | 74.83 |
| 2012-12-31 | $4.2M | 62k | 68.22 |
| 2012-09-30 | $4.8M | 65k | 73.81 |
| 2012-06-30 | $4.5M | 65k | 69.72 |
| 2012-03-31 | $3.9M | 63k | 61.20 |
| 2011-12-31 | $3.8M | 63k | 59.76 |
| 2011-03-31 | $3.2M | 62k | 52.06 |
More positions owned by Joel R Mogy Investment Counsel
Home Depot (HD)
View all positions for Joel R Mogy Investment Counsel