Cypress Wealth Services’s First Majestic Silver AG Stock Holding History

Cypress Wealth Services’s Portfolio AG Stock Details AG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$170K	Sell	10,034 -500	-5%	-$9.91K	0.02%	414
2026 Q1	$226K	Sell	10,534 -4,298	-29%	-$99K	0.03%	357
2025 Q4	$247K	Sell	14,832 -5,376	-27%	-$74.7K	0.03%	337
2025 Q3	$248K	Sell	20,208 -3,785	-16%	-$35.1K	0.04%	282
2025 Q2	$198K	Hold	23,993	–	–	0.04%	306
2025 Q1	$161K	Sell	23,993 -500	-2%	-$2.98K	0.03%	275
2024 Q4	$134K	Buy	24,493 +500	+2%	+$3.23K	0.03%	273
2024 Q3	$144K	Hold	23,993	–	–	0.03%	277
2024 Q2	$142K	Hold	23,993	–	–	0.03%	251
2024 Q1	$141K	Hold	23,993	–	–	0.03%	254
2023 Q4	$148K	Hold	23,993	–	–	0.04%	237
2023 Q3	$123K	Hold	23,993	–	–	0.03%	233
2023 Q2	$159K	Hold	23,993	–	–	0.04%	239
2023 Q1	$173K	Hold	23,993	–	–	0.05%	235
2022 Q4	$200K	Hold	23,993	–	–	0.06%	223
2022 Q3	$197K	Hold	23,993	–	–	0.07%	213
2022 Q2	$172K	Sell	23,993 -193	-0.8%	-$1.88K	0.05%	220
2022 Q1	$318K	Hold	24,186	–	–	0.09%	174
2021 Q4	$269K	Sell	24,186 -243	-1%	-$2.93K	0.07%	186
2021 Q3	$276K	Hold	24,429	–	–	0.08%	182
2021 Q2	$386K	Sell	24,429 -687	-3%	-$11.5K	0.11%	169
2021 Q1	$391K	Sell	25,116 -2,781	-10%	-$44.6K	0.08%	181
2020 Q4	$375K	Buy	+27,897	New	+$307K	0.08%	180
2020 Q3	–	Sell	-26,545	Closed	-$309K	–	272
2020 Q2	$264K	Hold	26,545	–	–	0.06%	219
2020 Q1	$164K	Sell	26,545 -579	-2%	-$5.18K	0.05%	231
2019 Q4	$333K	Sell	27,124 -608	-2%	-$6.39K	0.08%	182
2019 Q3	$252K	Sell	27,732 -277	-1%	-$2.71K	0.07%	204
2019 Q2	$222K	Sell	28,009 -556	-2%	-$3.52K	0.06%	230
2019 Q1	$188K	Buy	28,565 +400	+1%	+$2.5K	0.06%	245
2018 Q4	$166K	Sell	28,165 -3,300	-10%	-$18.3K	0.07%	207
2018 Q3	$179K	Sell	31,465 -2,850	-8%	-$17.7K	0.06%	215
2018 Q2	$262K	Sell	34,315 -4,285	-11%	-$30K	0.1%	177
2018 Q1	$236K	Sell	38,600 -5,060	-12%	-$31.1K	0.1%	166
2017 Q4	$294K	Buy	+43,660	New	+$301K	0.12%	147

Other funds holding AG

Towarzystwo Funduszy Inwestycyjnych Allianz Polska Warszawa, Poland $46.6M AUM 51.22% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return