Balboa 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 | $773K | Buy |
7,908
+212
| +3% | +$20.7K | 0.16% | 113 |
|
|
2025
Q1 | $676K | Sell |
7,696
-1,360
| -15% | -$119K | 0.16% | 107 |
|
|
2024
Q4 | $818K | Buy |
9,056
+417
| +5% | +$37.7K | 0.19% | 94 |
|
|
2024
Q3 | $698K | Buy |
8,639
+363
| +4% | +$29.3K | 0.17% | 108 |
|
|
2024
Q2 | $560K | Buy |
8,276
+2,498
| +43% | +$169K | 0.15% | 118 |
|
|
2024
Q1 | $348K | Buy |
5,778
+141
| +3% | +$8.48K | 0.1% | 148 |
|
|
2023
Q4 | $296K | Sell |
5,637
-192
| -3% | -$10.1K | 0.1% | 160 |
|
|
2023
Q3 | $311K | Buy |
5,829
+9
| +0.2% | +$480 | 0.12% | 147 |
|
|
2023
Q2 | $305K | Sell |
5,820
-3,534
| -38% | -$185K | 0.11% | 153 |
|
|
2023
Q1 | $460K | Buy |
9,354
+432
| +5% | +$21.2K | 0.17% | 118 |
|
|
2022
Q4 | $422K | Sell |
8,922
-3,738
| -30% | -$177K | 0.19% | 118 |
|
|
2022
Q3 | $547K | Buy |
+12,660
| New | +$547K | 0.24% | 83 |
|