AWM
Accel Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $618K | Sell |
8,906
-266
| -3% | -$18.5K | 0.21% | 111 |
|
|
2025
Q1 | $566K | Sell |
9,172
-1,463
| -14% | -$90.3K | 0.2% | 113 |
|
|
2024
Q4 | $630K | Sell |
10,635
-1,293
| -11% | -$76.5K | 0.24% | 107 |
|
|
2024
Q3 | $635K | Sell |
11,928
-2,313
| -16% | -$123K | 0.24% | 110 |
|
|
2024
Q2 | $677K | Buy |
14,241
+1,109
| +8% | +$52.7K | 0.27% | 91 |
|
|
2024
Q1 | $655K | Sell |
13,132
-4
| -0% | -$200 | 0.28% | 86 |
|
|
2023
Q4 | $664K | Buy |
13,136
+623
| +5% | +$31.5K | 0.33% | 76 |
|
|
2023
Q3 | $673K | Buy |
12,513
+56
| +0.4% | +$3.01K | 0.37% | 74 |
|
|
2023
Q2 | $645K | Buy |
12,457
+759
| +6% | +$39.3K | 0.35% | 74 |
|
|
2023
Q1 | $612K | Buy |
11,698
+63
| +0.5% | +$3.29K | 0.25% | 93 |
|
|
2022
Q4 | $554K | Sell |
11,635
-1,365
| -11% | -$65K | 0.27% | 80 |
|
|
2022
Q3 | $544K | Sell |
13,000
-133
| -1% | -$5.57K | 0.29% | 78 |
|
|
2022
Q2 | $566K | Buy |
13,133
+3
| +0% | +$129 | 0.32% | 68 |
|
|
2022
Q1 | $731K | Sell |
13,130
-377
| -3% | -$21K | 0.38% | 64 |
|
|
2021
Q4 | $856K | Sell |
13,507
-83
| -0.6% | -$5.26K | 0.42% | 56 |
|
|
2021
Q3 | $740K | Sell |
13,590
-132
| -1% | -$7.19K | 0.48% | 53 |
|
|
2021
Q2 | $727K | Sell |
13,722
-110
| -0.8% | -$5.83K | 0.48% | 48 |
|
|
2021
Q1 | $715K | Sell |
13,832
-608
| -4% | -$31.4K | 0.58% | 42 |
|
|
2020
Q4 | $646K | Buy |
+14,440
| New | +$646K | 0.6% | 37 |
|