Synergy Asset Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $690K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $370K | Sell |
|
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|
2023
Q4 | $323K | Sell |
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|
2023
Q3 | $331K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $258K | Buy |
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|
2022
Q4 | $241K | Sell |
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|
2022
Q3 | $246K | Sell |
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|
2022
Q2 | $962K | Sell |
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|
2022
Q1 | $8.07M | Sell |
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|
2021
Q4 | $12.9M | Buy |
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|
2021
Q3 | $6.21M | Sell |
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|
2021
Q2 | $9.63M | Buy |
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|
2021
Q1 | $330K | Sell |
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|
2020
Q4 | $5.96M | Buy |
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