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Synergy Investment Management’s Walmart WMT Stock Holding History

Synergy Investment Management’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 		– Sell
-1,246
Closed -$109K – 574
2025
Q1 		$109K Sell
1,246
-118
-9% -$10.4K 0.05% 164
2024
Q4 		$123K Buy
+1,364
New +$123K 0.05% 158