Milestone Investment Advisors’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-774
Closed -$41.3K 436
2023
Q3
$41.3K Buy
+774
New +$41.3K 0.01% 215
2023
Q2
Sell
-774
Closed -$38K 432
2023
Q1
$38K Buy
+774
New +$38K 0.01% 228