Wal-Mart Stores shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.9M | 48k | 80.75 |
| 2024-06-30 | $3.2M | 48k | 67.71 |
| 2024-03-31 | $2.9M | 48k | 60.17 |
| 2023-12-31 | $2.4M | 15k | 157.65 |
| 2023-09-30 | $2.4M | 15k | 159.92 |
| 2023-06-30 | $2.2M | 14k | 157.18 |
| 2023-03-31 | $2.0M | 14k | 147.45 |
| 2022-12-31 | $1.9M | 14k | 141.78 |
| 2022-09-30 | $1.4M | 11k | 129.66 |
| 2022-06-30 | $662k | 5.4k | 121.58 |
| 2022-03-31 | $1.3M | 8.9k | 149.16 |
| 2021-12-31 | $420k | 2.9k | 144.13 |
| 2021-09-30 | $402k | 2.9k | 139.39 |
| 2021-06-30 | $259k | 1.8k | 141.22 |
| 2021-03-31 | $248k | 1.8k | 136.04 |
| 2016-12-31 | $376k | 5.1k | 73.78 |
More positions owned by Shepherd Financial Partners
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