Miller Wealth Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $268K | Hold |
2,736
| – | – | 0.13% | 14 |
|
2025
Q1 | $240K | Hold |
2,736
| – | – | 0.13% | 14 |
|
2024
Q4 | $247K | Hold |
2,736
| – | – | 0.13% | 13 |
|
2024
Q3 | $221K | Hold |
2,736
| – | – | 0.12% | 12 |
|
2024
Q2 | $185K | Hold |
2,736
| – | – | 0.1% | 15 |
|
2024
Q1 | $165K | Hold |
2,736
| – | – | 0.1% | 18 |
|
2023
Q4 | $144K | Hold |
2,736
| – | – | 0.09% | 18 |
|
2023
Q3 | $146K | Hold |
2,736
| – | – | 0.1% | 17 |
|
2023
Q2 | $143K | Buy |
+2,736
| New | +$143K | 0.1% | 17 |
|
2023
Q1 | – | Sell |
-3,126
| Closed | -$146K | – | 77 |
|
2022
Q4 | $146K | Buy |
3,126
+300
| +11% | +$14K | 0.1% | 18 |
|
2022
Q3 | $115K | Hold |
2,826
| – | – | 0.09% | 30 |
|
2022
Q2 | $115K | Hold |
2,826
| – | – | 0.1% | 18 |
|
2022
Q1 | $140K | Hold |
2,826
| – | – | 0.09% | 18 |
|
2021
Q4 | $136K | Buy |
+2,826
| New | +$136K | 0.09% | 17 |
|