BWP
Balboa Wealth Partners’s Federal Agricultural Mortgage AGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $661K | Sell |
3,400
-425
| -11% | -$82.6K | 0.13% | 129 |
|
|
2025
Q1 | $717K | Buy |
3,825
+150
| +4% | +$28.1K | 0.17% | 101 |
|
|
2024
Q4 | $724K | Sell |
3,675
-200
| -5% | -$39.4K | 0.17% | 104 |
|
|
2024
Q3 | $726K | Hold |
3,875
| – | – | 0.18% | 106 |
|
|
2024
Q2 | $701K | Buy |
3,875
+150
| +4% | +$27.1K | 0.19% | 99 |
|
|
2024
Q1 | $733K | Buy |
3,725
+425
| +13% | +$83.7K | 0.22% | 83 |
|
|
2023
Q4 | $631K | Buy |
3,300
+1,100
| +50% | +$210K | 0.21% | 93 |
|
|
2023
Q3 | $339K | Buy |
+2,200
| New | +$339K | 0.13% | 133 |
|