ORG Wealth Partners’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.44M Sell
14,666
-33,274
-69% -$3.27M 0.34% 43
2025
Q1
$4.26M Buy
47,940
+34,647
+261% +$3.08M 1.31% 14
2024
Q4
$1.2M Sell
13,293
-987
-7% -$89.2K 0.37% 23
2024
Q3
$1.15M Buy
+14,280
New +$1.15M 0.38% 24