CAM
Cypress Asset Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Sell |
4,641
-25
| -0.5% | -$2.45K | 0.11% | 90 |
|
|
2025
Q1 | $410K | Sell |
4,666
-443
| -9% | -$38.9K | 0.11% | 93 |
|
|
2024
Q4 | $471K | Sell |
5,109
-100
| -2% | -$9.21K | 0.12% | 85 |
|
|
2024
Q3 | $421K | Buy |
5,209
+100
| +2% | +$8.08K | 0.1% | 86 |
|
|
2024
Q2 | $353K | Hold |
5,109
| – | – | 0.09% | 88 |
|
|
2024
Q1 | $319K | Buy |
5,109
+3,344
| +189% | +$209K | 0.09% | 94 |
|
|
2023
Q4 | $278K | Hold |
1,765
| – | – | 0.08% | 101 |
|
|
2023
Q3 | $282K | Sell |
1,765
-38
| -2% | -$6.08K | 0.09% | 101 |
|
|
2023
Q2 | $293K | Sell |
1,803
-62
| -3% | -$10.1K | 0.09% | 109 |
|
|
2023
Q1 | $275K | Buy |
1,865
+22
| +1% | +$3.24K | 0.1% | 112 |
|
|
2022
Q4 | $261K | Sell |
1,843
-325
| -15% | -$46.1K | 0.09% | 114 |
|
|
2022
Q3 | $281K | Sell |
2,168
-20
| -0.9% | -$2.59K | 0.11% | 114 |
|
|
2022
Q2 | $266K | Hold |
2,188
| – | – | 0.1% | 113 |
|
|
2022
Q1 | $326K | Sell |
2,188
-100
| -4% | -$14.9K | 0.1% | 115 |
|
|
2021
Q4 | $331K | Buy |
2,288
+48
| +2% | +$6.94K | 0.08% | 120 |
|
|
2021
Q3 | $312K | Sell |
2,240
-20
| -0.9% | -$2.79K | 0.08% | 120 |
|
|
2021
Q2 | $319K | Sell |
2,260
-150
| -6% | -$21.2K | 0.08% | 121 |
|
|
2021
Q1 | $327K | Buy |
2,410
+75
| +3% | +$10.2K | 0.09% | 120 |
|
|
2020
Q4 | $337K | Buy |
+2,335
| New | +$337K | 0.09% | 124 |
|
|
2014
Q2 | – | Sell |
-3,625
| Closed | -$277K | – | 213 |
|
|
2014
Q1 | $277K | Hold |
3,625
| – | – | 0.05% | 168 |
|
|
2013
Q4 | $285K | Buy |
3,625
+309
| +9% | +$24.3K | 0.05% | 168 |
|
|
2013
Q3 | $245K | Sell |
3,316
-75
| -2% | -$5.54K | 0.05% | 172 |
|
|
2013
Q2 | $253K | Buy |
+3,391
| New | +$253K | 0.05% | 173 |
|