Orion Capital Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134K | Hold |
1,369
| – | – | 0.05% | 158 |
|
|
2025
Q1 | $120K | Hold |
1,369
| – | – | 0.05% | 163 |
|
|
2024
Q4 | $124K | Buy |
+1,369
| New | +$124K | 0.05% | 150 |
|
|
2024
Q3 | – | Sell |
-1,114
| Closed | -$75.4K | – | 408 |
|
|
2024
Q2 | $75.4K | Hold |
1,114
| – | – | 0.04% | 179 |
|
|
2024
Q1 | $67K | Sell |
1,114
-275
| -20% | -$16.5K | 0.04% | 204 |
|
|
2023
Q4 | $73K | Buy |
1,389
+450
| +48% | +$23.6K | 0.04% | 199 |
|
|
2023
Q3 | $50.1K | Buy |
+939
| New | +$50.1K | 0.03% | 224 |
|
|
2023
Q2 | – | Sell |
-825
| Closed | -$40.5K | – | 407 |
|
|
2023
Q1 | $40.5K | Hold |
825
| – | – | 0.03% | 241 |
|
|
2022
Q4 | $39K | Hold |
825
| – | – | 0.03% | 217 |
|
|
2022
Q3 | $36K | Hold |
825
| – | – | 0.03% | 226 |
|
|
2022
Q2 | $33K | Buy |
+825
| New | +$33K | 0.03% | 226 |
|