Wal-Mart Stores shares owned by Jeppson Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Jeppson Wealth Management
from 13F filings
Historical chart of Jeppson Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Jeppson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 29k | 80.75 |
| 2024-06-30 | $2.0M | 30k | 67.71 |
| 2024-03-31 | $1.8M | 30k | 60.17 |
| 2023-12-31 | $1.6M | 10k | 157.65 |
| 2023-09-30 | $1.6M | 10k | 159.93 |
| 2023-06-30 | $1.6M | 9.9k | 157.18 |
| 2023-03-31 | $1.5M | 10k | 147.45 |
| 2022-12-31 | $1.4M | 10k | 141.79 |
| 2022-09-30 | $1.3M | 10k | 129.68 |
| 2022-06-30 | $1.2M | 10k | 121.57 |
| 2022-03-31 | $1.4M | 9.7k | 148.89 |
| 2021-12-31 | $1.4M | 9.6k | 144.66 |
| 2021-09-30 | $1.4M | 9.9k | 139.36 |
| 2021-06-30 | $1.4M | 9.9k | 140.98 |
| 2021-03-31 | $1.3M | 9.9k | 135.75 |
| 2020-12-31 | $1.4M | 9.9k | 144.14 |
| 2020-09-30 | $1.4M | 10k | 139.92 |
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