Wal-Mart Stores shares owned by Halpern Financial
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $26k | 320 | 80.43 |
| 2024-06-30 | $20k | 300 | 67.71 |
| 2024-03-31 | $18k | 300 | 59.43 |
| 2023-12-31 | $16k | 100 | 159.30 |
| 2023-09-30 | $32k | 200 | 159.93 |
| 2023-06-30 | $31k | 200 | 157.18 |
| 2023-03-31 | $30k | 200 | 147.45 |
| 2022-12-31 | $35k | 250 | 141.79 |
| 2022-09-30 | $32k | 250 | 129.70 |
| 2022-06-30 | $30k | 250 | 121.58 |
| 2022-03-31 | $37k | 250 | 148.92 |
| 2021-12-31 | $60k | 417 | 144.69 |
| 2021-09-30 | $72k | 516 | 139.38 |
| 2021-06-30 | $50k | 355 | 141.02 |
| 2021-03-31 | $5.2k | 38 | 135.84 |