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

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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
2024-03-31 $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