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
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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 |
|---|---|---|---|
| 2024-03-31 | $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 |