Wal-Mart Stores shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $304k | 3.0k | 103.06 |
| 2025-06-30 | $282k | 2.9k | 97.78 |
| 2025-03-31 | $250k | 2.9k | 87.79 |
| 2024-12-31 | $258k | 2.9k | 90.35 |
| 2024-09-30 | $170k | 2.1k | 80.75 |
| 2024-06-30 | $142k | 2.1k | 67.71 |
| 2024-03-31 | $169k | 2.8k | 60.17 |
| 2023-12-31 | $526k | 3.3k | 157.67 |
| 2023-09-30 | $533k | 3.3k | 159.95 |
| 2023-06-30 | $282k | 1.8k | 157.18 |
| 2023-03-31 | $265k | 1.8k | 147.45 |
| 2022-12-31 | $257k | 1.8k | 141.79 |
| 2022-09-30 | $209k | 1.6k | 129.65 |
| 2022-06-30 | $196k | 1.6k | 121.59 |
| 2022-03-31 | $976k | 6.6k | 148.96 |
| 2021-12-31 | $926k | 6.4k | 144.64 |
| 2021-09-30 | $971k | 7.0k | 139.37 |
| 2021-06-30 | $1.3M | 9.2k | 141.00 |
| 2021-03-31 | $1.5M | 11k | 135.85 |
| 2020-12-31 | $1.7M | 12k | 144.13 |
| 2020-09-30 | $1.6M | 11k | 139.88 |
| 2020-06-30 | $1.7M | 14k | 119.75 |
| 2020-03-31 | $175k | 1.5k | 113.86 |
| 2019-12-31 | $387k | 3.3k | 118.86 |
| 2019-09-30 | $303k | 2.6k | 118.54 |
| 2019-06-30 | $264k | 2.4k | 110.37 |
| 2019-03-31 | $170k | 1.7k | 97.59 |
| 2018-12-31 | $49k | 530 | 92.45 |
| 2018-09-30 | $50k | 530 | 94.34 |
| 2018-06-30 | $13k | 150 | 86.67 |
| 2018-03-31 | $13k | 150 | 86.67 |
| 2016-09-30 | $7.0k | 100 | 70.00 |
| 2016-06-30 | $7.0k | 100 | 70.00 |
| 2016-03-31 | $7.0k | 100 | 70.00 |
| 2015-12-31 | $6.0k | 100 | 60.00 |
| 2015-09-30 | $8.0k | 129 | 62.02 |
More positions owned by Mark Sheptoff Financial Planning
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