AWA
Acorn Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $619K | Sell |
8,917
-195
| -2% | -$13.5K | 0.23% | 93 |
|
|
2025
Q1 | $562K | Sell |
9,112
-108
| -1% | -$6.67K | 0.23% | 96 |
|
|
2024
Q4 | $546K | Buy |
9,220
+41
| +0.4% | +$2.43K | 0.23% | 91 |
|
|
2024
Q3 | $488K | Buy |
9,179
+287
| +3% | +$15.3K | 0.21% | 96 |
|
|
2024
Q2 | $422K | Buy |
8,892
+183
| +2% | +$8.69K | 0.21% | 101 |
|
|
2024
Q1 | $435K | Sell |
8,709
-60
| -0.7% | -$3K | 0.23% | 92 |
|
|
2023
Q4 | $443K | Sell |
8,769
-729
| -8% | -$36.8K | 0.26% | 85 |
|
|
2023
Q3 | $511K | Sell |
9,498
-108
| -1% | -$5.81K | 0.34% | 70 |
|
|
2023
Q2 | $497K | Buy |
9,606
+503
| +6% | +$26K | 0.34% | 75 |
|
|
2023
Q1 | $476K | Buy |
9,103
+173
| +2% | +$9.04K | 0.35% | 68 |
|
|
2022
Q4 | $425K | Buy |
8,930
+193
| +2% | +$9.19K | 0.33% | 76 |
|
|
2022
Q3 | $349K | Buy |
8,737
+164
| +2% | +$6.55K | 0.29% | 87 |
|
|
2022
Q2 | $366K | Buy |
8,573
+346
| +4% | +$14.8K | 0.29% | 92 |
|
|
2022
Q1 | $459K | Buy |
8,227
+266
| +3% | +$14.8K | 0.32% | 80 |
|
|
2021
Q4 | $505K | Buy |
7,961
+268
| +3% | +$17K | 0.32% | 74 |
|
|
2021
Q3 | $419K | Buy |
7,693
+1,240
| +19% | +$67.5K | 0.29% | 83 |
|
|
2021
Q2 | $342K | Buy |
6,453
+24
| +0.4% | +$1.27K | 0.24% | 106 |
|
|
2021
Q1 | $332K | Buy |
6,429
+674
| +12% | +$34.8K | 0.24% | 105 |
|
|
2020
Q4 | $258K | Buy |
5,755
+178
| +3% | +$7.98K | 0.2% | 121 |
|
|
2020
Q3 | $220K | Sell |
5,577
-110
| -2% | -$4.34K | 0.19% | 113 |
|
|
2020
Q2 | $265K | Buy |
5,687
+431
| +8% | +$20.1K | 0.25% | 89 |
|
|
2020
Q1 | $213K | Buy |
5,256
+582
| +12% | +$23.6K | 0.24% | 93 |
|
|
2019
Q4 | $221K | Hold |
4,674
| – | – | 0.19% | 113 |
|
|
2019
Q3 | $226K | Buy |
4,674
+3
| +0.1% | +$145 | 0.19% | 106 |
|
|
2019
Q2 | $247K | Sell |
4,671
-57
| -1% | -$3.01K | 0.23% | 97 |
|
|
2019
Q1 | $267K | Sell |
4,728
-42
| -0.9% | -$2.37K | 0.24% | 96 |
|
|
2018
Q4 | $206K | Hold |
4,770
| – | – | 0.21% | 108 |
|
|
2018
Q3 | $217K | Buy |
4,770
+300
| +7% | +$13.6K | 0.21% | 107 |
|
|
2018
Q2 | $191K | Sell |
4,470
-259
| -5% | -$11.1K | 0.16% | 115 |
|
|
2018
Q1 | $212K | Sell |
4,729
-593
| -11% | -$26.6K | 0.18% | 107 |
|
|
2017
Q4 | $210K | Buy |
+5,322
| New | +$210K | 0.19% | 97 |
|