CWS
Cypress Wealth Services’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
3,409
-16
| -0.5% | -$5.68K | 0.22% | 85 |
|
|
2025
Q1 | $1.2M | Buy |
3,425
+114
| +3% | +$40K | 0.24% | 77 |
|
|
2024
Q4 | $1.05M | Buy |
3,311
+27
| +0.8% | +$8.53K | 0.21% | 80 |
|
|
2024
Q3 | $903K | Sell |
3,284
-70
| -2% | -$19.2K | 0.19% | 92 |
|
|
2024
Q2 | $880K | Buy |
3,354
+179
| +6% | +$47K | 0.2% | 85 |
|
|
2024
Q1 | $886K | Buy |
3,175
+821
| +35% | +$229K | 0.21% | 87 |
|
|
2023
Q4 | $613K | Buy |
2,354
+57
| +2% | +$14.8K | 0.15% | 113 |
|
|
2023
Q3 | $528K | Buy |
2,297
+76
| +3% | +$17.5K | 0.15% | 126 |
|
|
2023
Q2 | $542K | Buy |
2,221
+763
| +52% | +$186K | 0.14% | 129 |
|
|
2023
Q1 | $329K | Buy |
1,458
+39
| +3% | +$8.79K | 0.1% | 174 |
|
|
2022
Q4 | $295K | Buy |
1,419
+79
| +6% | +$16.4K | 0.09% | 182 |
|
|
2022
Q3 | $246K | Sell |
1,340
-971
| -42% | -$178K | 0.08% | 190 |
|
|
2022
Q2 | $455K | Sell |
2,311
-566
| -20% | -$111K | 0.15% | 121 |
|
|
2022
Q1 | $638K | Sell |
2,877
-106
| -4% | -$23.5K | 0.17% | 98 |
|
|
2021
Q4 | $646K | Buy |
2,983
+88
| +3% | +$19.1K | 0.18% | 92 |
|
|
2021
Q3 | $645K | Sell |
2,895
-474
| -14% | -$106K | 0.19% | 87 |
|
|
2021
Q2 | $788K | Sell |
3,369
-2,383
| -41% | -$557K | 0.22% | 87 |
|
|
2021
Q1 | $1.22M | Buy |
5,752
+148
| +3% | +$31.3K | 0.25% | 81 |
|
|
2020
Q4 | $1.23M | Buy |
+5,604
| New | +$1.23M | 0.27% | 75 |
|
|
2020
Q3 | – | Sell |
-5,378
| Closed | -$1.04M | – | 231 |
|
|
2020
Q2 | $1.04M | Buy |
5,378
+172
| +3% | +$33.2K | 0.25% | 92 |
|
|
2020
Q1 | $839K | Buy |
5,206
+385
| +8% | +$62K | 0.25% | 97 |
|
|
2019
Q4 | $906K | Sell |
4,821
-155
| -3% | -$29.1K | 0.23% | 102 |
|
|
2019
Q3 | $856K | Sell |
4,976
-2,536
| -34% | -$436K | 0.23% | 103 |
|
|
2019
Q2 | $1.3M | Sell |
7,512
-716
| -9% | -$124K | 0.38% | 83 |
|
|
2019
Q1 | $1.29M | Buy |
8,228
+2,555
| +45% | +$399K | 0.41% | 74 |
|
|
2018
Q4 | $748K | Sell |
5,673
-225
| -4% | -$29.7K | 0.3% | 89 |
|
|
2018
Q3 | $885K | Buy |
5,898
+662
| +13% | +$99.3K | 0.32% | 88 |
|
|
2018
Q2 | $694K | Buy |
5,236
+113
| +2% | +$15K | 0.26% | 95 |
|
|
2018
Q1 | $613K | Sell |
5,123
-195
| -4% | -$23.3K | 0.26% | 94 |
|
|
2017
Q4 | $606K | Buy |
+5,318
| New | +$606K | 0.25% | 97 |
|