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Wal-Mart Stores shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 18k 60.17
2023-12-31 $912k 5.8k 157.64
2023-09-30 $930k 5.8k 159.92
2023-06-30 $894k 5.7k 157.17
2023-03-31 $961k 6.5k 147.44
2022-12-31 $914k 6.4k 141.80