Wal-Mart Stores shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $724k | 7.0k | 103.07 |
| 2025-06-30 | $677k | 6.9k | 97.80 |
| 2025-03-31 | $616k | 7.0k | 87.79 |
| 2024-12-31 | $644k | 6.9k | 93.01 |
| 2024-09-30 | $547k | 6.8k | 80.87 |
| 2024-06-30 | $438k | 6.5k | 67.71 |
| 2024-03-31 | $388k | 6.5k | 60.17 |
| 2023-12-31 | $343k | 2.2k | 157.68 |
| 2023-09-30 | $344k | 2.2k | 159.96 |
| 2023-06-30 | $338k | 2.2k | 157.21 |
| 2023-03-31 | $317k | 2.2k | 147.47 |
| 2022-12-31 | $307k | 2.2k | 141.81 |
| 2022-09-30 | $295k | 2.2k | 136.51 |
| 2022-06-30 | $263k | 2.2k | 121.53 |
| 2022-03-31 | $317k | 2.2k | 144.49 |
| 2021-12-31 | $317k | 2.2k | 144.49 |
| 2021-06-30 | $205k | 1.5k | 140.51 |
| 2020-12-31 | $745k | 5.2k | 143.99 |
| 2020-09-30 | $711k | 5.1k | 139.82 |
| 2020-06-30 | $471k | 3.9k | 119.57 |
| 2020-03-31 | $445k | 3.9k | 113.40 |
| 2019-12-31 | $467k | 3.9k | 118.80 |
| 2019-09-30 | $455k | 3.8k | 118.49 |
| 2019-06-30 | $426k | 3.9k | 110.39 |
| 2019-03-31 | $392k | 4.0k | 97.63 |
| 2018-12-31 | $374k | 4.0k | 93.20 |