A detailed history of Cyndeo Wealth Partners, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 25,623 shares of WMT stock, worth $2.37 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
25,623
Previous 21,168 21.05%
Holding current value
$2.37 Million
Previous $1.43 Million 44.38%
% of portfolio
0.15%
Previous 0.11%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$66.91 - $81.4 $298,084 - $362,637
4,455 Added 21.05%
25,623 $2.07 Million
Q2 2024

Jul 30, 2024

BUY
$58.85 - $68.9 $213,448 - $249,900
3,627 Added 20.68%
21,168 $1.43 Million
Q1 2024

Apr 16, 2024

BUY
$58.61 - $175.86 $688,960 - $2.07 Million
11,755 Added 203.16%
17,541 $1.06 Million
Q4 2023

Jan 12, 2024

SELL
$150.86 - $169.78 $4,073 - $4,584
-27 Reduced 0.46%
5,786 $912,000
Q3 2023

Oct 10, 2023

BUY
$153.49 - $165.25 $18,879 - $20,325
123 Added 2.16%
5,813 $929,000
Q2 2023

Jul 27, 2023

SELL
$146.06 - $157.73 $120,499 - $130,127
-825 Reduced 12.66%
5,690 $894,000
Q1 2023

Apr 21, 2023

BUY
$136.97 - $147.45 $9,450 - $10,174
69 Added 1.07%
6,515 $960,000
Q4 2022

Jan 25, 2023

BUY
$128.56 - $153.48 $828,697 - $989,332
6,446 New
6,446 $0

Others Institutions Holding WMT

About Walmart Inc.


  • Ticker WMT
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Discount Stores
  • Shares Outstandng 2,714,240,000
  • Market Cap $252B
  • Description
  • Walmart Inc. engages in the operation of retail, wholesale, and other units worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores; membership-only warehouse clubs; ecommerce webs...
More about WMT
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