ORG Wealth Partners, LLC WMT Holdings History
ORG Wealth Partners, LLC's Walmart Inc Holding Summary
As of 2025-06-30, ORG Wealth Partners, LLC held 14,666.00 shares of Walmart Inc(WMT), totaling $1.44 Mil. This investment constitutes 0.35% of their stock portfolio, and ORG Wealth Partners, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2024Q3. And since then ORG Wealth Partners, LLC has made 1 purchases of WMT, at an average price of $87.86, for a total of 48,927.00 shares. In addition, there have been 2 sales at an average price of $94.92 for 34,261.00 shares. Based on historical transaction data and WMT's current price of $96.60, ORG Wealth Partners, LLC's estimated gain on his WMT holdings is $369,861.99, reflecting a 8.60% gain to date.
ORG Wealth Partners, LLC WMT ($96.60) Holding Chart
ORG Wealth Partners, LLC WMT ($96.60) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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