A detailed history of Milestone Asset Management, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Milestone Asset Management, LLC holds 11,798 shares of WMT stock, worth $989,262. This represents 0.21% of its overall portfolio holdings.

Number of Shares
11,798
Previous 10,848 8.76%
Holding current value
$989,262
Previous $735 Million 29.71%
% of portfolio
0.21%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$66.91 - $81.4 $63,564 - $77,330
950 Added 8.76%
11,798 $953 Million
Q2 2024

Jul 19, 2024

BUY
$58.85 - $68.9 $81,389 - $95,288
1,383 Added 14.61%
10,848 $735 Million
Q1 2024

Apr 23, 2024

BUY
$58.61 - $175.86 $554,743 - $1.66 Million
9,465 New
9,465 $570 Million

Others Institutions Holding WMT

About Walmart Inc.


  • Ticker WMT
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Discount Stores
  • Shares Outstandng 2,714,240,000
  • Market Cap $228B
  • Description
  • Walmart Inc. engages in the operation of retail, wholesale, and other units worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores; membership-only warehouse clubs; ecommerce webs...
More about WMT
Track This Portfolio

Track Milestone Asset Management, LLC Portfolio

Follow Milestone Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Asset Management, LLC with notifications on news.