Ownership history in WealthPLAN Partners, LLC · 39 quarters on record
This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in Walmart Stores Inc (WMT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 65,022 | -4,773 | -6.8% | 1.08% | $7.2M | $111.18 |
| 2025 Q3 | REDUCED | 69,795 | -306 | -0.4% | 1.08% | $7.2M | $102.64 |
| 2025 Q2 | REDUCED | 70,101 | -22,880 | -24.6% | 1.10% | $6.9M | $97.15 |
| 2025 Q1 | REDUCED | 92,981 | -1,125 | -1.2% | 1.15% | $8.2M | $87.02 |
| 2024 Q4 | REDUCED | 94,106 | -451 | -0.5% | 1.21% | $8.5M | $89.31 |
| 2024 Q3 | REDUCED | 94,557 | -27,381 | -22.5% | 1.03% | $7.6M | $79.64 |
| 2024 Q2 | ADDED | 121,938 | +4,105 | +3.5% | 0.89% | $8.3M | $66.59 |
| 2024 Q1 | ADDED | 117,833 | +73,803 | +167.6% | 0.73% | $7.1M | $58.97 |
| 2023 Q4 | REDUCED | 44,030 | -1,581 | -3.5% | 0.71% | $6.9M | $51.33 |
| 2023 Q3 | ADDED | 45,611 | +36,730 | +413.6% | 0.85% | $7.3M | $51.88 |
As of 2025 Q4 — sorted by position size