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Wal-Mart Stores shares owned by Mark Sheptoff Financial Planning

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

Historical chart of Mark Sheptoff Financial Planning investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $526k 3.3k 157.67
2023-09-30 $533k 3.3k 159.95
2023-06-30 $282k 1.8k 157.18
2023-03-31 $265k 1.8k 147.45
2022-12-31 $257k 1.8k 141.79
2022-09-30 $209k 1.6k 129.65
2022-06-30 $196k 1.6k 121.59
2022-03-31 $976k 6.6k 148.96
2021-12-31 $926k 6.4k 144.64
2021-09-30 $971k 7.0k 139.37
2021-06-30 $1.3M 9.2k 141.00
2021-03-31 $1.5M 11k 135.85
2020-12-31 $1.7M 12k 144.13
2020-09-30 $1.6M 11k 139.88
2020-06-30 $1.7M 14k 119.75
2020-03-31 $175k 1.5k 113.86
2019-12-31 $387k 3.3k 118.86
2019-09-30 $303k 2.6k 118.54
2019-06-30 $264k 2.4k 110.37
2019-03-31 $170k 1.7k 97.59
2018-12-31 $49k 530 92.45
2018-09-30 $50k 530 94.34
2018-06-30 $13k 150 86.67
2018-03-31 $13k 150 86.67
2016-09-30 $7.0k 100 70.00
2016-06-30 $7.0k 100 70.00
2016-03-31 $7.0k 100 70.00
2015-12-31 $6.0k 100 60.00
2015-09-30 $8.0k 129 62.02