Wal-Mart Stores shares owned by WR Wealth Planners
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by WR Wealth Planners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wal-Mart Stores by WR Wealth Planners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.5M | 31k | 80.75 |
2024-06-30 | $2.1M | 31k | 67.71 |
2024-03-31 | $1.8M | 30k | 60.17 |
2023-12-31 | $1.6M | 10k | 157.64 |
2023-09-30 | $1.6M | 10k | 159.92 |
2023-06-30 | $1.6M | 10k | 157.17 |
2023-03-31 | $1.1M | 7.7k | 147.44 |
2022-12-31 | $732k | 5.2k | 141.78 |
2022-09-30 | $636k | 4.9k | 129.69 |
2022-06-30 | $624k | 5.1k | 121.57 |
2022-03-31 | $770k | 5.2k | 148.91 |