Wal-Mart Stores shares owned by Marshall Financial Group
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Marshall Financial Group
from 13F filings
Historical chart of Marshall Financial Group investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Marshall Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.2M | 52k | 80.75 |
| 2024-06-30 | $3.5M | 51k | 67.71 |
| 2024-03-31 | $3.1M | 52k | 60.17 |
| 2023-12-31 | $2.6M | 16k | 157.65 |
| 2023-09-30 | $2.6M | 16k | 159.93 |
| 2023-06-30 | $2.6M | 17k | 157.18 |
| 2023-03-31 | $2.4M | 16k | 147.45 |
| 2022-12-31 | $2.3M | 17k | 141.79 |
| 2022-09-30 | $2.1M | 16k | 129.73 |
| 2022-06-30 | $1.9M | 16k | 121.61 |
| 2022-03-31 | $1.7M | 11k | 148.89 |
| 2021-12-31 | $1.6M | 11k | 144.65 |
| 2021-09-30 | $670k | 4.8k | 139.44 |
| 2021-06-30 | $530k | 3.8k | 141.11 |
| 2021-03-31 | $501k | 3.7k | 135.88 |
| 2020-12-31 | $519k | 3.6k | 144.09 |