Milestone Asset Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
15,196
-39,463
| -72% | -$3.86M | 0.31% | 62 |
|
|
2025
Q1 | $4.8M | Buy |
54,659
+33,370
| +157% | +$2.93M | 1.02% | 19 |
|
|
2024
Q4 | $1.92M | Buy |
21,289
+9,491
| +80% | +$858K | 0.42% | 63 |
|
|
2024
Q3 | $953K | Buy |
11,798
+950
| +9% | +$76.7K | 0.21% | 95 |
|
|
2024
Q2 | $735K | Buy |
10,848
+1,383
| +15% | +$93.6K | 0.18% | 106 |
|
|
2024
Q1 | $570K | Buy |
+9,465
| New | +$570K | 0.16% | 100 |
|