Wal-Mart Stores shares owned by Planning Center
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Planning Center
from 13F filings
Historical chart of Planning Center investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Planning Center
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $484k | 6.0k | 80.75 |
| 2024-06-30 | $405k | 6.0k | 67.71 |
| 2024-03-31 | $370k | 6.2k | 60.17 |
| 2023-12-31 | $323k | 2.0k | 157.65 |
| 2023-09-30 | $314k | 2.0k | 159.93 |
| 2023-06-30 | $319k | 2.0k | 157.18 |
| 2023-03-31 | $274k | 1.8k | 149.49 |
| 2022-12-31 | $246k | 1.7k | 141.79 |
| 2022-09-30 | $230k | 1.7k | 132.49 |
| 2022-06-30 | $217k | 1.7k | 125.00 |
| 2022-03-31 | $255k | 1.7k | 149.12 |
| 2021-12-31 | $241k | 1.7k | 140.94 |