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Cypress Advisory Group’s Walmart WMT Stock Holding History

Cypress Advisory Group’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$875K Sell
8,950
-50
-0.6% -$4.89K 0.68% 45
2025
Q1 		$790K Hold
9,000
– – 0.72% 37
2024
Q4 		$813K Buy
+9,000
New +$813K 0.75% 39