Wal-Mart Stores shares owned by Essential Planning
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Essential Planning
from 13F filings
Historical chart of Essential Planning investment in Wal-Mart Stores
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All positions including Wal-Mart Stores held by Essential Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wal-Mart Stores by Essential Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $699k | 8.7k | 80.75 |
| 2024-06-30 | $586k | 8.7k | 67.71 |
| 2024-03-31 | $455k | 2.9k | 157.65 |
| 2023-09-30 | $462k | 2.9k | 159.93 |
| 2023-06-30 | $454k | 2.9k | 157.18 |
| 2023-03-31 | $426k | 2.9k | 147.45 |
| 2022-12-31 | $380k | 2.9k | 129.70 |
| 2022-09-30 | $380k | 2.9k | 129.87 |