CWS
Cypress Wealth Services’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
14,606
+458
| +3% | +$44.8K | 0.26% | 75 |
|
|
2025
Q1 | $1.24M | Buy |
14,148
+31
| +0.2% | +$2.72K | 0.25% | 76 |
|
|
2024
Q4 | $1.28M | Buy |
14,117
+931
| +7% | +$84.1K | 0.26% | 72 |
|
|
2024
Q3 | $1.06M | Buy |
13,186
+7
| +0.1% | +$565 | 0.22% | 78 |
|
|
2024
Q2 | $892K | Buy |
13,179
+201
| +2% | +$13.6K | 0.2% | 84 |
|
|
2024
Q1 | $781K | Buy |
12,978
+9,308
| +254% | +$560K | 0.18% | 98 |
|
|
2023
Q4 | $579K | Sell |
3,670
-79
| -2% | -$12.5K | 0.14% | 123 |
|
|
2023
Q3 | $600K | Hold |
3,749
| – | – | 0.17% | 114 |
|
|
2023
Q2 | $581K | Buy |
3,749
+15
| +0.4% | +$2.32K | 0.15% | 117 |
|
|
2023
Q1 | $551K | Sell |
3,734
-7
| -0.2% | -$1.03K | 0.16% | 110 |
|
|
2022
Q4 | $530K | Buy |
3,741
+45
| +1% | +$6.38K | 0.17% | 113 |
|
|
2022
Q3 | $475K | Buy |
3,696
+8
| +0.2% | +$1.03K | 0.16% | 117 |
|
|
2022
Q2 | $448K | Buy |
3,688
+388
| +12% | +$47.1K | 0.14% | 125 |
|
|
2022
Q1 | $491K | Sell |
3,300
-94
| -3% | -$14K | 0.13% | 124 |
|
|
2021
Q4 | $491K | Buy |
3,394
+150
| +5% | +$21.7K | 0.13% | 115 |
|
|
2021
Q3 | $452K | Sell |
3,244
-1,352
| -29% | -$188K | 0.14% | 127 |
|
|
2021
Q2 | $648K | Sell |
4,596
-723
| -14% | -$102K | 0.18% | 101 |
|
|
2021
Q1 | $722K | Buy |
5,319
+288
| +6% | +$39.1K | 0.15% | 113 |
|
|
2020
Q4 | $725K | Buy |
+5,031
| New | +$725K | 0.16% | 103 |
|
|
2020
Q3 | – | Sell |
-29,535
| Closed | -$3.54M | – | 257 |
|
|
2020
Q2 | $3.54M | Sell |
29,535
-139
| -0.5% | -$16.7K | 0.84% | 35 |
|
|
2020
Q1 | $3.37M | Buy |
29,674
+9
| +0% | +$1.02K | 0.99% | 28 |
|
|
2019
Q4 | $3.53M | Sell |
29,665
-22
| -0.1% | -$2.61K | 0.89% | 33 |
|
|
2019
Q3 | $3.52M | Sell |
29,687
-137
| -0.5% | -$16.3K | 0.97% | 29 |
|
|
2019
Q2 | $3.3M | Buy |
29,824
+835
| +3% | +$92.3K | 0.95% | 31 |
|
|
2019
Q1 | $2.83M | Buy |
28,989
+844
| +3% | +$82.3K | 0.9% | 31 |
|
|
2018
Q4 | $2.62M | Sell |
28,145
-767
| -3% | -$71.5K | 1.04% | 28 |
|
|
2018
Q3 | $2.72M | Buy |
28,912
+9
| +0% | +$845 | 0.97% | 30 |
|
|
2018
Q2 | $2.48M | Buy |
28,903
+2,083
| +8% | +$178K | 0.94% | 31 |
|
|
2018
Q1 | $2.39M | Sell |
26,820
-75
| -0.3% | -$6.67K | 1.02% | 29 |
|
|
2017
Q4 | $2.66M | Buy |
+26,895
| New | +$2.66M | 1.1% | 28 |
|