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History of Heritage Investors Management Corp ownership of Wal-Mart Stores Inc (WMT)

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Filed As-Of/On Form FullName
Symbol Country Industry Shares
Activity Shares Change Shares Change Pct. Hypothetical Old Value
Hypothetical New Value Hypothetical Value Change Hypothetical Return Hypothetical Results
Director Ten Pct Other Officer
Officer Title History

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Holdings/Transactions

FiledAs-Of/OnFormFullnameSymbolCountryIndustrySharesActivityShares ChangeShares Pct. ChangeHypothetical Old ValueHypothetical New Value Hypothetical Value Chg.Hypothetical ReturnHypothetical Results Director Other Ten Pct Officer Officer Title History
2009-07-022009-06-30 13F-HRWal-Mart Stores IncWMTUSRetail-Discount215,832Added More2,6561.24 %$10,314,611$11,061,390$746,7797.24 % $9,190 History of Heritage Investors Management Corp Ownership Of Wal-Mart Stores Inc
2009-04-302009-03-31 13F-HRWal-Mart Stores IncWMTUSRetail-Discount213,176Sold Some-1,351-0.62 %$10,744,070$10,925,270$181,2001.68 % $-1,148 History of Heritage Investors Management Corp Ownership Of Wal-Mart Stores Inc
2009-01-062008-12-31 13F-HRWal-Mart Stores IncWMTUSRetail-Discount214,527Sold Some-9,298-4.15 %$12,017,803$10,994,509$-1,023,294-8.51 % $44,351 History of Heritage Investors Management Corp Ownership Of Wal-Mart Stores Inc
2008-11-072008-09-30 13F-HRWal-Mart Stores IncWMTUSRetail-Discount223,825Sold Some-17,830-7.37 %$12,173,842$11,471,031$-702,811-5.77 % $55,986 History of Heritage Investors Management Corp Ownership Of Wal-Mart Stores Inc
2008-07-112008-06-30 13F-HRWal-Mart Stores IncWMTUSRetail-Discount241,655Sold Some-15,919-6.18 %$13,602,760$12,384,819$-1,217,941-8.95 % $80,232 History of Heritage Investors Management Corp Ownership Of Wal-Mart Stores Inc
2008-04-072008-03-31 13F-HRWal-Mart Stores IncWMTUSRetail-Discount257,574Sold Some-14,074-5.18 %$13,968,238$13,200,668$-767,571-5.49 % $41,941 History of Heritage Investors Management Corp Ownership Of Wal-Mart Stores Inc
2008-01-162007-12-31 13F-HRWal-Mart Stores IncWMTUSRetail-Discount271,648Sold Some-4,000-1.45 %$12,900,564$13,921,960$1,021,3967.91 % $-15,040 History of Heritage Investors Management Corp Ownership Of Wal-Mart Stores Inc
2007-10-032007-09-30 13F-HRWal-Mart Stores IncWMTUSRetail-Discount275,648Added More6970.25 %$12,439,994$14,126,960$1,686,96613.56 % $4,266 History of Heritage Investors Management Corp Ownership Of Wal-Mart Stores Inc
2007-07-192007-06-30 13F-HRWal-Mart Stores IncWMTUSRetail-Discount274,951Added More3520.12 %$13,414,859$14,091,239$676,3795.04 % $866 History of Heritage Investors Management Corp Ownership Of Wal-Mart Stores Inc
2007-05-152007-03-31 13F-HRWal-Mart Stores IncWMTUSRetail-Discount274,599Added More4,6441.72 %$13,076,404$14,073,199$996,7947.62 % $16,858 History of Heritage Investors Management Corp Ownership Of Wal-Mart Stores Inc
2007-01-092006-12-31 13F-HRWal-Mart Stores IncWMTUSRetail-Discount269,955Sold Some-6,927-2.50 %$12,793,167$13,835,194$1,042,0268.14 % $-26,738 History of Heritage Investors Management Corp Ownership Of Wal-Mart Stores Inc
2006-10-102006-09-30 13F-HRWal-Mart Stores IncWMTUSRetail-Discount276,882Added More3,1681.15 %$13,323,562$14,190,203$866,6416.50 % $9,916 History of Heritage Investors Management Corp Ownership Of Wal-Mart Stores Inc
2006-07-172006-06-30 13F-HRWal-Mart Stores IncWMTUSRetail-Discount273,714Sold Some-2,759-0.99 %$11,775,176$14,027,843$2,252,66619.13 % $-22,707 History of Heritage Investors Management Corp Ownership Of Wal-Mart Stores Inc
2006-04-282006-03-31 13F-HRWal-Mart Stores IncWMTUSRetail-Discount276,473Added More11,3564.28 %$12,449,579$14,169,241$1,719,66213.81 % $70,634 History of Heritage Investors Management Corp Ownership Of Wal-Mart Stores Inc
2006-01-112005-12-31 13F-HRWal-Mart Stores IncWMTUSRetail-Discount265,117Added More10,9944.32 %$12,346,499$13,587,246$1,240,74810.04 % $51,452 History of Heritage Investors Management Corp Ownership Of Wal-Mart Stores Inc
2005-10-262005-09-30 13F-HRWal-Mart Stores IncWMTUSRetail-Discount254,123Added More10,7774.42 %$11,582,926$13,023,804$1,440,87712.43 % $61,106 History of Heritage Investors Management Corp Ownership Of Wal-Mart Stores Inc
2005-07-112005-06-30 13F-HRWal-Mart Stores IncWMTUSRetail-Discount243,346Added More6,9102.92 %$12,118,631$12,471,483$352,8522.91 % $10,020 History of Heritage Investors Management Corp Ownership Of Wal-Mart Stores Inc
2005-05-112005-03-31 13F-HRWal-Mart Stores IncWMTUSRetail-Discount236,436Added More10,6104.69 %$11,490,790$12,117,345$626,5555.45 % $28,117 History of Heritage Investors Management Corp Ownership Of Wal-Mart Stores Inc
2005-01-062004-12-31 13F-HRWal-Mart Stores IncWMTUSRetail-Discount225,826Added More16,8888.08 %$12,205,895$11,573,583$-632,313-5.18 % $-47,286 History of Heritage Investors Management Corp Ownership Of Wal-Mart Stores Inc
2004-11-102004-09-30 13F-HRWal-Mart Stores IncWMTUSRetail-Discount208,938Added More22,15211.85 %$11,710,975$10,708,073$-1,002,902-8.56 % $-106,330 History of Heritage Investors Management Corp Ownership Of Wal-Mart Stores Inc
2004-07-302004-06-30 13F-HRWal-Mart Stores IncWMTUSRetail-Discount186,786Sold Some-1,725-0.91 %$9,901,526$9,572,783$-328,743-3.32 % $3,036 History of Heritage Investors Management Corp Ownership Of Wal-Mart Stores Inc
2004-04-232004-03-31 13F-HRWal-Mart Stores IncWMTUSRetail-Discount188,511Added More1,2840.68 %$11,116,494$9,661,189$-1,455,305-13.09 % $-9,912 History of Heritage Investors Management Corp Ownership Of Wal-Mart Stores Inc
2004-02-032003-12-31 13F-HRWal-Mart Stores IncWMTUSRetail-Discount187,227Added More21,41712.91 %$10,299,357$9,595,384$-703,974-6.83 % $-80,528 History of Heritage Investors Management Corp Ownership Of Wal-Mart Stores Inc
2003-10-032003-09-30 13F-HRWal-Mart Stores IncWMTUSRetail-Discount165,810Sold Some-1,730-1.03 %$9,530,759$8,497,763$-1,032,996-10.83 % $10,778 History of Heritage Investors Management Corp Ownership Of Wal-Mart Stores Inc
2003-07-252003-06-30 13F-HRWal-Mart Stores IncWMTUSRetail-Discount167,540Sold Some-355-0.21 %$9,414,073$8,586,425$-827,648-8.79 % $1,754 History of Heritage Investors Management Corp Ownership Of Wal-Mart Stores Inc
2003-04-102003-03-31 13F-HRWal-Mart Stores IncWMTUSRetail-Discount167,895Added More23,12215.97 %$9,163,709$8,604,619$-559,090-6.10 % $-76,996 History of Heritage Investors Management Corp Ownership Of Wal-Mart Stores Inc
2003-01-102002-12-31 13F-HRWal-Mart Stores IncWMTUSRetail-Discount144,773Added More5,1123.66 %$7,473,182$7,419,616$-53,566-0.71 % $-1,891 History of Heritage Investors Management Corp Ownership Of Wal-Mart Stores Inc
2002-10-312002-09-30 13F-HRWal-Mart Stores IncWMTUSRetail-Discount139,661No Compare-- %$7,478,847$7,157,626$-321,220-4.29 % History of Heritage Investors Management Corp Ownership Of Wal-Mart Stores Inc
Returned 28 Transactions!
 
Note: All amounts are based on price of stock at date reported versus the current price! They do not represent actual profit/loss!
There has been no adjustmentsfor splits!
Note: All amounts in USD, converted using Intrabank Exchange Rate on Date Reported/Today
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