Wal-Mart Stores shares owned by Planning Directions
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Planning Directions
from 13F filings
Historical chart of Planning Directions investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Planning Directions consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wal-Mart Stores by Planning Directions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $719k | 11k | 67.71 |
| 2024-03-31 | $649k | 11k | 60.17 |
| 2023-12-31 | $565k | 3.6k | 157.65 |
| 2023-09-30 | $573k | 3.6k | 159.83 |
| 2023-06-30 | $554k | 3.5k | 157.07 |
| 2023-03-31 | $517k | 3.5k | 147.50 |
| 2022-12-31 | $513k | 3.6k | 141.75 |
| 2022-09-30 | $469k | 3.6k | 129.59 |
| 2022-06-30 | $414k | 3.4k | 121.51 |
| 2022-03-31 | $484k | 3.3k | 148.88 |
| 2021-12-31 | $321k | 2.2k | 144.59 |
| 2021-09-30 | $282k | 2.0k | 139.60 |
| 2021-06-30 | $224k | 1.6k | 140.79 |
| 2020-03-31 | $815k | 7.2k | 113.67 |