Financial Synergies Wealth Advisors’s Walmart WMT Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio WMT Stock Details WMT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.02M	Sell
2025 Q2	$2.89M	Buy
2024 Q2	–	Sell
2024 Q1	$58.2K	Buy
2023 Q4	$15.6K	Sell
2023 Q3	$71.6K	Hold
2023 Q2	$70.2K	Sell
2023 Q1	$69.3K	Buy
2022 Q4	$15.6K	Buy