Wal-Mart Stores shares owned by Falcon Wealth Planning
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Falcon Wealth Planning
from 13F filings
Historical chart of Falcon Wealth Planning investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Falcon Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $777k | 8.6k | 90.35 |
| 2024-09-30 | $697k | 8.6k | 80.75 |
| 2024-06-30 | $571k | 8.4k | 67.71 |
| 2024-03-31 | $463k | 7.7k | 60.17 |
| 2023-12-31 | $448k | 2.8k | 157.65 |
| 2023-09-30 | $263k | 1.6k | 159.89 |
| 2023-06-30 | $254k | 1.6k | 157.18 |
| 2023-03-31 | $237k | 1.6k | 147.47 |