A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Walmart Inc. stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 29,326 shares of WMT stock, worth $3.02 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
29,326
Previous 29,603 0.94%
Holding current value
$3.02 Million
Previous $2.89 Billion 4.41%
% of portfolio
0.31%
Previous 0.32%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

SELL
$94.4 - $104.27 $26,148 - $28,882
-277 Reduced 0.94%
29,326 $3.02 Billion
Q2 2025

Jul 29, 2025

BUY
$81.79 - $99.98 $2.42 Million - $2.96 Million
29,603 New
29,603 $2.89 Billion
Q1 2024

Apr 12, 2024

BUY
$58.61 - $175.86 $50,228 - $150,712
857 Added 779.09%
967 $58.2 Million
Q4 2023

Apr 04, 2024

SELL
$150.86 - $169.78 $50,839 - $57,215
-337 Reduced 75.39%
110 $15.6 Million
Q2 2023

Apr 04, 2024

SELL
$146.06 - $157.73 $3,359 - $3,627
-23 Reduced 4.89%
447 $70.2 Million
Q1 2023

Apr 04, 2024

BUY
$136.97 - $147.45 $49,309 - $53,081
360 Added 327.27%
470 $69.3 Million
Q4 2022

Apr 04, 2024

BUY
$128.56 - $153.48 $14,141 - $16,882
110 New
110 $15.6 Million

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 $279B
  • 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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