Wal-Mart Stores shares owned by Berger Financial Group
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.9M | 110k | 80.75 |
| 2024-03-31 | $6.8M | 114k | 60.17 |
| 2023-12-31 | $5.6M | 36k | 157.65 |
| 2023-09-30 | $5.8M | 36k | 159.93 |
| 2023-06-30 | $5.6M | 36k | 157.18 |
| 2023-03-31 | $5.4M | 37k | 147.45 |
| 2022-12-31 | $3.6M | 25k | 141.79 |
| 2022-09-30 | $3.1M | 24k | 129.69 |
| 2022-06-30 | $518k | 4.3k | 121.65 |
| 2022-03-31 | $5.4M | 36k | 148.92 |
| 2021-12-31 | $4.8M | 33k | 144.69 |
| 2021-09-30 | $4.4M | 31k | 139.39 |
| 2021-06-30 | $4.4M | 31k | 141.02 |
| 2021-03-31 | $4.0M | 30k | 135.84 |
| 2020-12-31 | $4.6M | 32k | 144.16 |