Cyndeo Wealth Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.73M | Sell |
58,610
-928
| -2% | -$90.7K | 0.34% | 87 |
|
|
2025
Q1 | $5.23M | Buy |
59,538
+34,711
| +140% | +$3.05M | 0.34% | 88 |
|
|
2024
Q4 | $2.24M | Sell |
24,827
-796
| -3% | -$71.9K | 0.15% | 148 |
|
|
2024
Q3 | $2.07M | Buy |
25,623
+4,455
| +21% | +$360K | 0.14% | 163 |
|
|
2024
Q2 | $1.43M | Buy |
21,168
+3,627
| +21% | +$246K | 0.11% | 185 |
|
|
2024
Q1 | $1.06M | Buy |
17,541
+183
| +1% | +$11K | 0.09% | 192 |
|
|
2023
Q4 | $912K | Sell |
17,358
-81
| -0.5% | -$4.26K | 0.08% | 191 |
|
|
2023
Q3 | $930K | Buy |
17,439
+369
| +2% | +$19.7K | 0.1% | 175 |
|
|
2023
Q2 | $894K | Sell |
17,070
-2,475
| -13% | -$130K | 0.09% | 174 |
|
|
2023
Q1 | $961K | Buy |
19,545
+207
| +1% | +$10.2K | 0.1% | 175 |
|
|
2022
Q4 | $914K | Buy |
+19,338
| New | +$914K | 0.11% | 174 |
|