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Wal-Mart Stores shares owned by Cypress Wealth Services

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Cypress Wealth Services from 13F filings

Historical chart of Cypress Wealth Services investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Cypress Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $781k 13k 60.17
2023-12-31 $579k 3.7k 157.65
2023-09-30 $600k 3.7k 159.93
2023-06-30 $581k 3.7k 154.85
2023-03-31 $551k 3.7k 147.46
2022-12-31 $530k 3.7k 141.78
2022-09-30 $475k 3.7k 128.52
2022-06-30 $448k 3.7k 121.48
2022-03-31 $491k 3.3k 148.79
2021-12-31 $491k 3.4k 144.67
2021-09-30 $452k 3.2k 139.33
2021-06-30 $648k 4.6k 140.99
2021-03-31 $722k 5.3k 135.74
2020-12-31 $725k 5.0k 144.11
2020-09-30 $658k 4.7k 139.88
2020-06-30 $3.5M 30k 119.79
2020-03-31 $3.4M 30k 113.63
2019-12-31 $3.5M 30k 118.83
2019-09-30 $3.5M 30k 118.67
2019-06-30 $3.3M 30k 110.48
2019-03-31 $2.8M 29k 97.52
2018-12-31 $2.6M 28k 93.16
2018-09-30 $2.7M 29k 93.91
2018-06-30 $2.5M 29k 85.67
2018-03-31 $2.4M 27k 88.96
2017-12-31 $2.7M 27k 98.75