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Synergy Financial Group’s Walmart WMT Stock Holding History

Synergy Financial Group’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$290K Sell
2,968
-52
-2% -$5.09K 0.21% 86
2025
Q1 		$265K Sell
3,020
-260
-8% -$22.8K 0.24% 88
2024
Q4 		$296K Sell
3,280
-11
-0.3% -$994 0.25% 75
2024
Q3 		$266K Buy
+3,291
New +$266K 0.25% 77