Wal-Mart Stores shares owned by FormulaFolio Investments
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by FormulaFolio Investments
from 13F filings
Historical chart of FormulaFolio Investments investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by FormulaFolio Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $28k | 200 | 140.00 |
| 2021-03-31 | $14k | 100 | 140.00 |
| 2020-12-31 | $9.9M | 69k | 144.14 |
| 2020-09-30 | $7.6M | 55k | 139.91 |
| 2020-06-30 | $5.4M | 45k | 119.77 |
| 2020-03-31 | $4.5M | 40k | 113.62 |
| 2019-12-31 | $4.4M | 37k | 118.85 |
| 2019-09-30 | $4.4M | 37k | 118.67 |
| 2019-06-30 | $3.8M | 34k | 110.48 |
| 2019-03-31 | $3.4M | 35k | 97.54 |
| 2018-12-31 | $1.9M | 20k | 93.93 |
| 2018-09-30 | $1.9M | 20k | 93.93 |
| 2018-06-30 | $2.3M | 27k | 85.65 |
| 2018-03-31 | $2.2M | 25k | 88.97 |
| 2017-12-31 | $2.4M | 25k | 98.73 |
| 2017-09-30 | $1.8M | 23k | 78.15 |
| 2017-06-30 | $1.7M | 23k | 75.70 |
| 2017-03-31 | $1.5M | 22k | 72.10 |
| 2016-12-31 | $1.4M | 21k | 69.10 |
| 2016-09-30 | $1.6M | 22k | 72.13 |
| 2016-06-30 | $1.6M | 21k | 73.02 |
| 2016-03-31 | $1.4M | 21k | 68.51 |
| 2015-12-31 | $891k | 15k | 61.31 |
| 2015-09-30 | $899k | 14k | 64.81 |
| 2015-06-30 | $248k | 3.5k | 70.82 |
| 2015-03-31 | $239k | 2.9k | 82.33 |