Miller Equity Capital Advisors’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-48,456
| Closed | -$4.38M | – | 55 |
|
|
2024
Q4 | $4.38M | Hold |
48,456
| – | – | 1.67% | 17 |
|
|
2024
Q3 | $3.91M | Hold |
48,456
| – | – | 1.53% | 19 |
|
|
2024
Q2 | $3.28M | Hold |
48,456
| – | – | 1.36% | 21 |
|
|
2024
Q1 | $2.92M | Hold |
48,456
| – | – | 1.2% | 25 |
|
|
2023
Q4 | $2.55M | Buy |
48,456
+345
| +0.7% | +$18.3K | 1.15% | 26 |
|
|
2023
Q3 | $2.56M | Hold |
48,111
| – | – | 1.33% | 24 |
|
|
2023
Q2 | $2.52M | Hold |
48,111
| – | – | 1.28% | 24 |
|
|
2023
Q1 | $2.36M | Hold |
48,111
| – | – | 1.32% | 25 |
|
|
2022
Q4 | $2.27M | Hold |
48,111
| – | – | 1.48% | 22 |
|
|
2022
Q3 | $2.08M | Buy |
48,111
+600
| +1% | +$26.3K | 1.53% | 24 |
|
|
2022
Q2 | $1.93M | Buy |
47,511
+14,400
| +43% | +$664K | 1.64% | 24 |
|
|
2022
Q1 | $1.64M | Buy |
33,111
+9,300
| +39% | +$437K | 1.39% | 25 |
|
|
2021
Q4 | $1.15M | Buy |
23,811
+306
| +1% | +$14.6K | 1.07% | 31 |
|
|
2021
Q3 | $1.09M | Buy |
23,505
+612
| +3% | +$29.5K | 1.07% | 29 |
|
|
2021
Q2 | $1.08M | Buy |
22,893
+4,512
| +25% | +$210K | 1.11% | 29 |
|
|
2021
Q1 | $832K | Buy |
18,381
+372
| +2% | +$17.2K | 1.04% | 30 |
|
|
2020
Q4 | $865K | Buy |
18,009
+2,409
| +15% | +$117K | 1.16% | 29 |
|
|
2020
Q3 | $728K | Buy |
15,600
+12
| +0.1% | +$534 | 1.1% | 26 |
|
|
2020
Q2 | $622K | Buy |
15,588
+15
| +0.1% | +$617 | 1.01% | 24 |
|
|
2020
Q1 | $590K | Buy |
15,573
+129
| +0.8% | +$4.96K | 1.11% | 24 |
|
|
2019
Q4 | $612K | Buy |
+15,444
| New | +$613K | 0.78% | 27 |
|
Other funds holding WMT
