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Wal-Mart Stores shares owned by Centered Wealth LLC dba Miller Equity Capital Advisors

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Centered Wealth LLC dba Miller Equity Capital Advisors from 13F filings

Historical chart of Centered Wealth LLC dba Miller Equity Capital Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Centered Wealth LLC dba Miller Equity Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Centered Wealth LLC dba Miller Equity Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 49k 60.17
2023-12-31 $2.5M 16k 157.65
2023-09-30 $2.6M 16k 159.93
2023-06-30 $2.5M 16k 157.18
2023-03-31 $2.4M 16k 147.45
2022-12-31 $2.3M 16k 141.79
2022-09-30 $2.1M 16k 129.70
2022-06-30 $1.9M 16k 121.55
2022-03-31 $1.6M 11k 148.95
2021-12-31 $1.1M 7.9k 144.64
2021-09-30 $1.1M 7.8k 139.37
2021-06-30 $1.1M 7.6k 141.00
2021-03-31 $832k 6.1k 135.79
2020-12-31 $865k 6.0k 144.09
2020-09-30 $728k 5.2k 140.00
2020-06-30 $622k 5.2k 119.71
2020-03-31 $590k 5.2k 113.66
2019-12-31 $612k 5.1k 118.88