ORBA Wealth Advisors’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210K Sell
2,149
-1,607
-43% -$157K 0.19% 69
2025
Q1
$330K Hold
3,756
0.17% 83
2024
Q4
$339K Sell
3,756
-510
-12% -$46.1K 0.18% 79
2024
Q3
$344K Sell
4,266
-93
-2% -$7.51K 0.17% 82
2024
Q2
$295K Buy
+4,359
New +$295K 0.15% 83