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Wal-Mart Stores shares owned by Mascoma Wealth Management

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Mascoma Wealth Management from 13F filings

Historical chart of Mascoma Wealth Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $25k 312 80.75
2024-06-30 $21k 312 67.71
2024-03-31 $19k 312 60.17
2023-12-31 $16k 104 157.65
2023-09-30 $17k 104 159.93
2023-06-30 $17k 104 160.65
2023-03-31 $80k 530 150.98
2022-12-31 $78k 604 129.14
2022-09-30 $78k 604 129.14
2022-06-30 $73k 603 121.06
2022-03-31 $91k 609 149.43
2021-12-31 $88k 609 144.50
2021-09-30 $84k 601 139.77
2021-03-31 $81k 599 135.23
2019-06-30 $33k 301 109.63
2019-03-31 $29k 301 96.35
2018-12-31 $26k 275 94.55
2018-09-30 $16k 175 91.43
2018-06-30 $15k 175 85.71
2018-03-31 $16k 175 91.43
2017-12-31 $18k 175 102.86
2017-09-30 $14k 175 80.00
2017-06-30 $13k 175 74.29
2017-03-31 $85k 1.2k 72.34
2016-12-31 $86k 1.2k 69.13