Cyndeo Wealth Partners’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.01M Sell
2025
Q2
$5.73M Sell
2025
Q1
$5.23M Buy
2024
Q4
$2.24M Sell
2024
Q3
$2.07M Buy
2024
Q2
$1.43M Buy
2024
Q1
$1.06M Buy
2023
Q4
$912K Sell
2023
Q3
$930K Buy
2023
Q2
$894K Sell
2023
Q1
$961K Buy
2022
Q4
$914K Buy