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Wal-Mart Stores shares owned by Milestone Group

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Milestone Group from 13F filings

Historical chart of Milestone Group investment in Wal-Mart Stores

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All positions including Wal-Mart Stores held by Milestone Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Milestone Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 28k 60.38
2023-12-31 $1.5M 9.7k 158.22
2023-09-30 $652k 4.1k 159.94
2023-06-30 $583k 3.7k 157.19
2023-03-31 $744k 5.0k 148.03
2022-12-31 $713k 5.0k 142.36
2022-09-30 $650k 5.0k 129.77
2022-06-30 $609k 5.0k 121.58
2022-03-31 $1.9M 13k 148.89
2021-12-31 $1.6M 11k 144.66
2021-09-30 $695k 5.9k 118.72
2021-06-30 $1.3M 9.3k 141.05
2021-03-31 $1.1M 8.1k 135.81
2020-12-31 $870k 6.0k 144.18
2020-09-30 $736k 5.3k 140.00
2020-06-30 $634k 5.3k 119.78
2020-03-31 $782k 6.9k 113.68
2019-12-31 $776k 6.5k 118.78
2019-09-30 $695k 5.9k 118.72
2019-06-30 $613k 5.5k 110.53
2019-03-31 $503k 5.2k 97.48
2018-12-31 $536k 5.7k 93.23
2018-09-30 $371k 3.9k 93.97
2018-06-30 $338k 3.9k 85.61
2018-03-31 $351k 3.9k 88.91
2017-12-31 $446k 4.5k 98.76
2017-09-30 $383k 4.9k 78.10
2017-06-30 $417k 5.5k 75.76
2017-03-31 $453k 6.3k 72.04
2016-12-31 $657k 9.5k 69.17
2016-09-30 $777k 11k 72.12
2013-12-31 $201k 2.6k 78.64
2012-09-30 $234k 3.2k 73.91
2012-06-30 $210k 3.0k 69.86
2012-03-31 $227k 3.7k 61.25
2011-12-31 $201k 3.4k 59.89