Wal-Mart Stores shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $4.2M | 27k | 157.18 |
| 2023-03-31 | $4.0M | 27k | 147.45 |
| 2022-12-31 | $3.6M | 25k | 141.79 |
| 2022-09-30 | $3.0M | 23k | 129.68 |
| 2022-06-30 | $2.7M | 22k | 121.58 |
| 2022-03-31 | $3.1M | 21k | 148.93 |
| 2021-12-31 | $3.1M | 21k | 144.70 |
| 2021-09-30 | $2.9M | 21k | 139.38 |
| 2021-06-30 | $3.0M | 21k | 141.03 |
| 2021-03-31 | $3.0M | 22k | 135.83 |
| 2020-12-31 | $3.1M | 22k | 144.16 |
| 2020-09-30 | $3.2M | 23k | 139.90 |
| 2020-06-30 | $2.7M | 23k | 119.76 |
| 2020-03-31 | $2.6M | 23k | 113.63 |
| 2019-12-31 | $2.6M | 22k | 118.86 |
| 2019-09-30 | $2.5M | 21k | 118.70 |
| 2019-06-30 | $2.0M | 18k | 110.50 |
| 2019-03-31 | $1.7M | 17k | 97.51 |
| 2018-12-31 | $1.7M | 18k | 93.17 |
| 2018-09-30 | $1.6M | 17k | 93.91 |
| 2018-06-30 | $1.4M | 17k | 85.64 |
| 2018-03-31 | $1.4M | 15k | 88.98 |
| 2017-12-31 | $1.5M | 16k | 98.74 |
| 2017-09-30 | $1.2M | 16k | 78.14 |
| 2017-06-30 | $930k | 12k | 75.70 |
| 2017-03-31 | $840k | 12k | 72.07 |
| 2016-12-31 | $725k | 11k | 69.09 |
| 2016-09-30 | $261k | 3.6k | 72.20 |
| 2016-06-30 | $270k | 3.7k | 72.91 |
| 2016-03-31 | $240k | 3.5k | 68.51 |
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