CWS
Cypress Wealth Services’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $864K | Sell |
12,459
-3
| -0% | -$208 | 0.15% | 113 |
|
|
2025
Q1 | $769K | Buy |
12,462
+176
| +1% | +$10.9K | 0.16% | 107 |
|
|
2024
Q4 | $727K | Buy |
12,286
+125
| +1% | +$7.4K | 0.15% | 112 |
|
|
2024
Q3 | $647K | Buy |
12,161
+198
| +2% | +$10.5K | 0.13% | 116 |
|
|
2024
Q2 | $568K | Sell |
11,963
-392
| -3% | -$18.6K | 0.13% | 124 |
|
|
2024
Q1 | $617K | Sell |
12,355
-246
| -2% | -$12.3K | 0.14% | 121 |
|
|
2023
Q4 | $637K | Buy |
12,601
+33
| +0.3% | +$1.67K | 0.16% | 112 |
|
|
2023
Q3 | $676K | Buy |
12,568
+37
| +0.3% | +$1.99K | 0.19% | 103 |
|
|
2023
Q2 | $637K | Buy |
12,531
+36
| +0.3% | +$1.83K | 0.17% | 106 |
|
|
2023
Q1 | $653K | Sell |
12,495
-265
| -2% | -$13.9K | 0.19% | 95 |
|
|
2022
Q4 | $608K | Buy |
12,760
+831
| +7% | +$39.6K | 0.2% | 99 |
|
|
2022
Q3 | $480K | Buy |
11,929
+3,091
| +35% | +$124K | 0.16% | 116 |
|
|
2022
Q2 | $377K | Sell |
8,838
-733
| -8% | -$31.3K | 0.12% | 148 |
|
|
2022
Q1 | $534K | Buy |
9,571
+27
| +0.3% | +$1.51K | 0.15% | 115 |
|
|
2021
Q4 | $605K | Buy |
9,544
+29
| +0.3% | +$1.84K | 0.17% | 96 |
|
|
2021
Q3 | $518K | Sell |
9,515
-1,216
| -11% | -$66.2K | 0.16% | 104 |
|
|
2021
Q2 | $569K | Sell |
10,731
-1,346
| -11% | -$71.4K | 0.16% | 112 |
|
|
2021
Q1 | $625K | Sell |
12,077
-419
| -3% | -$21.7K | 0.13% | 128 |
|
|
2020
Q4 | $559K | Buy |
+12,496
| New | +$559K | 0.12% | 134 |
|
|
2020
Q3 | – | Sell |
-12,551
| Closed | -$585K | – | 44 |
|
|
2020
Q2 | $585K | Sell |
12,551
-166
| -1% | -$7.74K | 0.14% | 134 |
|
|
2020
Q1 | $500K | Buy |
12,717
+327
| +3% | +$12.9K | 0.15% | 124 |
|
|
2019
Q4 | $594K | Buy |
12,390
+122
| +1% | +$5.85K | 0.15% | 117 |
|
|
2019
Q3 | $606K | Sell |
12,268
-23
| -0.2% | -$1.14K | 0.17% | 119 |
|
|
2019
Q2 | $673K | Buy |
12,291
+3,159
| +35% | +$173K | 0.19% | 114 |
|
|
2019
Q1 | $493K | Sell |
9,132
-416
| -4% | -$22.5K | 0.16% | 122 |
|
|
2018
Q4 | $414K | Buy |
9,548
+1,079
| +13% | +$46.8K | 0.16% | 124 |
|
|
2018
Q3 | $412K | Buy |
8,469
+31
| +0.4% | +$1.51K | 0.15% | 136 |
|
|
2018
Q2 | $363K | Buy |
8,438
+1,044
| +14% | +$44.9K | 0.14% | 149 |
|
|
2018
Q1 | $317K | Buy |
7,394
+28
| +0.4% | +$1.2K | 0.14% | 133 |
|
|
2017
Q4 | $282K | Buy |
+7,366
| New | +$282K | 0.12% | 149 |
|