A detailed history of Balboa Wealth Partners transactions in Walmart Inc. stock. As of the latest transaction made, Balboa Wealth Partners holds 8,639 shares of WMT stock, worth $808,178. This represents 0.18% of its overall portfolio holdings.

Number of Shares
8,639
Previous 8,276 4.39%
Holding current value
$808,178
Previous $560,000 24.46%
% of portfolio
0.18%
Previous 0.15%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$66.91 - $81.4 $24,288 - $29,548
363 Added 4.39%
8,639 $697,000
Q2 2024

Aug 13, 2024

BUY
$58.85 - $68.9 $147,007 - $172,112
2,498 Added 43.23%
8,276 $560,000
Q1 2024

May 13, 2024

BUY
$58.61 - $175.86 $228,520 - $685,678
3,899 Added 207.5%
5,778 $347,000
Q4 2023

Feb 09, 2024

SELL
$150.86 - $169.78 $9,655 - $10,865
-64 Reduced 3.29%
1,879 $296,000
Q3 2023

Oct 23, 2023

BUY
$153.49 - $165.25 $460 - $495
3 Added 0.15%
1,943 $310,000
Q2 2023

Aug 08, 2023

SELL
$146.06 - $157.73 $172,058 - $185,805
-1,178 Reduced 37.78%
1,940 $304,000
Q1 2023

May 11, 2023

BUY
$136.97 - $147.45 $19,723 - $21,232
144 Added 4.84%
3,118 $459,000
Q4 2022

Feb 14, 2023

SELL
$128.56 - $153.48 $160,185 - $191,236
-1,246 Reduced 29.53%
2,974 $421,000
Q3 2022

Jan 04, 2023

BUY
$121.98 - $139.52 $514,755 - $588,774
4,220 New
4,220 $547,000

Others Institutions Holding WMT

About Walmart Inc.


  • Ticker WMT
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Discount Stores
  • Shares Outstandng 2,714,240,000
  • Market Cap $254B
  • Description
  • Walmart Inc. engages in the operation of retail, wholesale, and other units worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores; membership-only warehouse clubs; ecommerce webs...
More about WMT
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