Cypress Wealth Services’s Cisco CSCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.85M Sell
24,296
-21
-0.1% -$2.2K 0.35% 59
2026
Q1
$1.89M Sell
24,317
-987
-4% -$77.3K 0.27% 77
2025
Q4
$1.95M Buy
25,304
+12,111
+92% +$899K 0.27% 73
2025
Q3
$903K Buy
13,193
+734
+6% +$50K 0.15% 114
2025
Q2
$864K Sell
12,459
-3
-0% -$184 0.15% 113
2025
Q1
$769K Buy
12,462
+176
+1% +$10.8K 0.16% 107
2024
Q4
$727K Buy
12,286
+125
+1% +$7.14K 0.15% 112
2024
Q3
$647K Buy
12,161
+198
+2% +$9.63K 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% +$1.69K 0.16% 112
2023
Q3
$676K Buy
12,568
+37
+0.3% +$2K 0.19% 103
2023
Q2
$637K Buy
12,531
+36
+0.3% +$1.77K 0.17% 106
2023
Q1
$653K Sell
12,495
-265
-2% -$12.9K 0.19% 95
2022
Q4
$608K Buy
12,760
+831
+7% +$37.8K 0.2% 99
2022
Q3
$480K Buy
11,929
+3,091
+35% +$137K 0.16% 116
2022
Q2
$377K Sell
8,838
-733
-8% -$35.1K 0.12% 148
2022
Q1
$534K Buy
9,571
+27
+0.3% +$1.53K 0.15% 115
2021
Q4
$605K Buy
9,544
+29
+0.3% +$1.66K 0.17% 96
2021
Q3
$518K Sell
9,515
-1,216
-11% -$68.2K 0.16% 104
2021
Q2
$569K Sell
10,731
-1,346
-11% -$70.8K 0.16% 112
2021
Q1
$625K Sell
12,077
-419
-3% -$19.7K 0.13% 128
2020
Q4
$559K Buy
+12,496
New +$514K 0.12% 134
2020
Q3
Sell
-12,551
Closed -$547K 305
2020
Q2
$585K Sell
12,551
-166
-1% -$7.28K 0.14% 134
2020
Q1
$500K Buy
12,717
+327
+3% +$14.3K 0.15% 124
2019
Q4
$594K Buy
12,390
+122
+1% +$5.67K 0.15% 117
2019
Q3
$606K Sell
12,268
-23
-0.2% -$1.2K 0.17% 119
2019
Q2
$673K Buy
12,291
+3,159
+35% +$174K 0.19% 114
2019
Q1
$493K Sell
9,132
-416
-4% -$20.2K 0.16% 122
2018
Q4
$414K Buy
9,548
+1,079
+13% +$49.4K 0.16% 124
2018
Q3
$412K Buy
8,469
+31
+0.4% +$1.39K 0.15% 136
2018
Q2
$363K Buy
8,438
+1,044
+14% +$45.6K 0.14% 149
2018
Q1
$317K Buy
7,394
+28
+0.4% +$1.19K 0.14% 134
2017
Q4
$282K Buy
+7,366
New +$263K 0.12% 149

Other funds holding CSCO

Cypress Wealth Services's CSCO Position: Q2 2026 in Review

Cypress Wealth Services reduced its Cisco (CSCO) stake by 0.09% in Q2 2026, selling an estimated $2.2K and leaving 24,296 shares worth $2.85M. The position accounts for 0.35% of the portfolio, ranked #59.

Cypress Wealth Services first reported a position in CSCO in Q4 2017 and has held it in 34 quarters since. 1,202 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Cypress Wealth Services held 24,296 shares of Cisco worth $2.85M as of Q2 2026.
  • Cypress Wealth Services sold 21 Cisco shares in Q2 2026, an estimated $2.2K.
  • Cisco made up 0.35% of Cypress Wealth Services's portfolio in Q2 2026, its #59 holding.
  • Cypress Wealth Services first reported a position in Cisco in Q4 2017 and has held it in 34 quarters since.
  • 1,202 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.