Wal-Mart Stores shares owned by Legacy Wealth Planning
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Legacy Wealth Planning
from 13F filings
Historical chart of Legacy Wealth Planning investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Legacy Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $333k | 2.6k | 129.77 |
| 2022-06-30 | $312k | 2.6k | 121.59 |
| 2022-03-31 | $404k | 2.7k | 149.08 |
| 2021-12-31 | $410k | 2.8k | 144.62 |
| 2021-09-30 | $469k | 3.4k | 139.50 |
| 2021-06-30 | $545k | 3.9k | 141.12 |
| 2021-03-31 | $565k | 4.2k | 135.75 |
| 2020-12-31 | $528k | 3.7k | 144.18 |
| 2020-09-30 | $396k | 2.8k | 139.98 |
| 2020-06-30 | $303k | 2.5k | 119.81 |
| 2020-03-31 | $287k | 2.5k | 113.48 |
| 2019-12-31 | $295k | 2.5k | 119.00 |