Financial Synergies Wealth Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Buy |
+29,603
| New | +$2.89M | 0.32% | 31 |
|
|
2024
Q2 | – | Sell |
-967
| Closed | -$58.2K | – | 482 |
|
|
2024
Q1 | $58.2K | Buy |
967
+637
| +193% | +$38.3K | 0.01% | 120 |
|
|
2023
Q4 | $15.6K | Sell |
330
-1,011
| -75% | -$47.8K | ﹤0.01% | 153 |
|
|
2023
Q3 | $71.6K | Hold |
1,341
| – | – | 0.01% | 97 |
|
|
2023
Q2 | $70.2K | Sell |
1,341
-69
| -5% | -$3.61K | 0.01% | 97 |
|
|
2023
Q1 | $69.3K | Buy |
1,410
+1,080
| +327% | +$53.1K | 0.01% | 99 |
|
|
2022
Q4 | $15.6K | Buy |
+330
| New | +$15.6K | ﹤0.01% | 153 |
|