Balboa Wealth Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $773K | Buy |
|
|||||
|
2025
Q1 | $676K | Sell |
|
|||||
|
2024
Q4 | $818K | Buy |
|
|||||
|
2024
Q3 | $698K | Buy |
|
|||||
|
2024
Q2 | $560K | Buy |
|
|||||
|
2024
Q1 | $348K | Buy |
|
|||||
|
2023
Q4 | $296K | Sell |
|
|||||
|
2023
Q3 | $311K | Buy |
|
|||||
|
2023
Q2 | $305K | Sell |
|
|||||
|
2023
Q1 | $460K | Buy |
|
|||||
|
2022
Q4 | $422K | Sell |
|
|||||
|
2022
Q3 | $547K | Buy |
|