Cypress Wealth Services, LLC Goldman Sachs Access Treasury Transaction History

Cypress Wealth Services, LLC

$468 Million
Q3 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 10, 2024	SELL	$99.69 - $100.2 $8,872 - $8,917	-89 Reduced 2.77%	3,121 $311,000
Q3 2023 Oct 13, 2023	BUY	$99.65 - $100.12 $2,491 - $2,503	25 Added 0.78%	3,210 $321,000
Q2 2023 Jul 21, 2023	SELL	$99.68 - $100.11 $440,585 - $442,486	-4,420 Reduced 58.12%	3,185 $318,000
Q1 2023 Apr 07, 2023	SELL	$99.66 - $100.16 $199,519 - $200,520	-2,002 Reduced 20.84%	7,605 $761,000
Q4 2022 Jan 18, 2023	SELL	$99.58 - $99.94 $252,335 - $253,247	-2,534 Reduced 20.87%	9,607 $0
Q3 2022 Oct 14, 2022	SELL	$99.71 - $99.89 $589,884 - $590,949	-5,916 Reduced 32.76%	12,141 $1.21 Million
Q2 2022 Jul 27, 2022	SELL	$99.74 - $100.0 $199,779 - $200,300	-2,003 Reduced 9.99%	18,057 $1.8 Million
Q1 2022 Apr 22, 2022	SELL	$99.92 - $100.05 $602,517 - $603,301	-6,030 Reduced 23.11%	20,060 $2.01 Million
Q4 2021 Jan 19, 2022	SELL	$100.04 - $100.09 $125,650 - $125,713	-1,256 Reduced 4.59%	26,090 $2.61 Million
Q3 2021 Oct 13, 2021	SELL	$100.08 - $100.11 $39,031 - $39,042	-390 Reduced 1.41%	27,346 $2.74 Million
Q2 2021 Jul 14, 2021	SELL	$100.1 - $100.14 $1.19 Million - $1.19 Million	-11,894 Reduced 30.01%	27,736 $2.78 Million
Q1 2021 Apr 28, 2021	SELL	$100.12 - $100.14 $997,195 - $997,394	-9,960 Reduced 20.08%	39,630 $3.97 Million
Q4 2020 Jan 22, 2021	BUY	$100.12 - $100.14 $606,627 - $606,748	6,059 Added 13.92%	49,590 $4.97 Million
Q2 2020 Jul 15, 2020	BUY	$100.48 - $100.68 $204,175 - $204,581	2,032 Added 4.9%	43,531 $4.37 Million
Q1 2020 Apr 10, 2020	BUY	$100.17 - $100.81 $14,825 - $14,919	148 Added 0.36%	41,499 $4.18 Million
Q4 2019 Jan 14, 2020	BUY	$100.12 - $100.46 $498,697 - $500,391	4,981 Added 13.7%	41,351 $4.14 Million
Q3 2019 Oct 16, 2019	BUY	$100.24 - $100.38 $855,648 - $856,843	8,536 Added 30.67%	36,370 $3.65 Million
Q2 2019 Jul 24, 2019	BUY	N/A	2,929 Added 11.76%	27,834 $2.79 Million
Q1 2019 Apr 19, 2019	BUY	N/A	6,645 Added 36.39%	24,905 $2.5 Million
Q4 2018 Jan 22, 2019	BUY	N/A	9,750 Added 114.57%	18,260 $1.83 Million
Q3 2018 Oct 19, 2018	BUY	N/A	380 Added 4.67%	8,510 $852,000
Q2 2018 Aug 06, 2018	BUY	N/A	8,130 New	8,130 $814,000

Others Institutions Holding GBIL

# of Institutions

328

Shares Held

45.2M

Call Options Held

Put Options Held

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