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Disclosery

Parsec Financial Management, Inc.: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Parsec Financial Management, Inc. on WMT, newest first. How the timeline and the estimate are built.

Parsec Financial Management, Inc. held 57,451 WMT shares at 2023-03-31 per its 13F-HR filed 2023-04-06.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 57,451 shares
    Change vs previous 13F -2,757 shares

    0.36% of the 13F portfolio, value $8,471,077.

    13F-HR 0001349138-23-000004 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-12-31
    13F 60,208 shares
    Change vs previous 13F -2,243 shares

    0.38% of the 13F portfolio, value $8,536,866.

    13F-HR 0001349138-23-000001 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-09-30
    13F 62,451 shares
    Change vs previous 13F -3,228 shares

    0.41% of the 13F portfolio, value $8,100,000.

    13F-HR 0001349138-22-000005 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-06-30
    13F 65,679 shares
    Change vs previous 13F -869 shares

    0.39% of the 13F portfolio, value $7,985,000.

    13F-HR 0001349138-22-000004 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-03-31
    13F 66,548 shares
    Change vs previous 13F -2,558 shares

    0.42% of the 13F portfolio, value $9,910,000.

    13F-HR 0001349138-22-000003 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-12-31
    13F 69,106 shares
    Change vs previous 13F -961 shares

    0.41% of the 13F portfolio, value $9,999,000.

    13F-HR 0001349138-22-000002 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-09-30
    13F 70,067 shares
    Change vs previous 13F -122,657 shares

    0.45% of the 13F portfolio, value $10,495,000.

    13F-HR 0001349138-21-000006 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-06-30
    13F 192,724 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $27,178,000.

    13F-HR 0001349138-21-000005 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).