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
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 | $322k | 2.2k | 148.80 |
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 |