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Wal-Mart Stores shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 25k 60.17
2023-12-31 $1.3M 8.4k 157.65
2023-09-30 $1.5M 9.5k 159.93
2023-06-30 $1.5M 9.6k 157.18
2023-03-31 $1.5M 10k 147.45
2022-12-31 $1.5M 10k 141.79
2022-09-30 $1.4M 11k 130.89
2022-06-30 $940k 7.7k 121.53
2022-03-31 $1.5M 9.9k 148.91
2021-12-31 $1.2M 8.5k 145.73
2021-09-30 $1.1M 8.0k 139.41
2021-06-30 $1.1M 7.5k 141.04
2021-03-31 $908k 6.6k 136.82
2020-12-31 $1.0M 7.2k 144.25
2020-09-30 $996k 7.1k 139.36
2020-06-30 $850k 7.1k 119.80
2020-03-31 $833k 7.4k 112.47
2019-12-31 $696k 5.9k 118.71
2019-09-30 $645k 5.4k 118.65
2019-06-30 $480k 4.3k 110.55
2019-03-31 $392k 4.0k 97.67
2018-12-31 $468k 5.0k 93.22
2018-09-30 $480k 5.1k 93.77
2018-06-30 $432k 5.0k 85.64
2018-03-31 $399k 4.5k 89.00
2017-12-31 $105k 1.1k 98.36