Wal-Mart Stores shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $698k | 8.6k | 80.75 |
| 2024-06-30 | $560k | 8.3k | 67.71 |
| 2024-03-31 | $348k | 5.8k | 60.17 |
| 2023-12-31 | $296k | 1.9k | 157.64 |
| 2023-09-30 | $311k | 1.9k | 159.94 |
| 2023-06-30 | $305k | 1.9k | 157.19 |
| 2023-03-31 | $460k | 3.1k | 147.44 |
| 2022-12-31 | $422k | 3.0k | 141.77 |
| 2022-09-30 | $547k | 4.2k | 129.62 |