Wal-Mart Stores shares owned by Hefty Wealth Partners
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Hefty Wealth Partners
from 13F filings
Historical chart of Hefty Wealth Partners investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Hefty Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-03-31 | $80k | 902 | 88.69 |
| 2017-12-31 | $77k | 782 | 98.47 |
| 2017-09-30 | $1.1M | 14k | 78.13 |
| 2017-06-30 | $1.2M | 16k | 75.66 |
| 2017-03-31 | $1.4M | 19k | 72.05 |
| 2016-12-31 | $2.6M | 38k | 69.10 |
| 2016-09-30 | $2.1M | 29k | 72.09 |
| 2016-06-30 | $887k | 12k | 72.94 |
| 2016-03-31 | $2.8M | 41k | 68.47 |
| 2015-12-31 | $796k | 13k | 61.22 |