AO
Advisor OS’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Buy |
26,935
+1,306
| +5% | +$90.6K | 0.18% | 79 |
|
|
2025
Q1 | $1.58M | Buy |
25,629
+478
| +2% | +$29.5K | 0.18% | 78 |
|
|
2024
Q4 | $1.49M | Buy |
25,151
+1,045
| +4% | +$61.9K | 0.17% | 87 |
|
|
2024
Q3 | $1.28M | Buy |
24,106
+2,543
| +12% | +$135K | 0.13% | 125 |
|
|
2024
Q2 | $1.02M | Sell |
21,563
-2,325
| -10% | -$110K | 0.11% | 161 |
|
|
2024
Q1 | $1.19M | Buy |
23,888
+1,655
| +7% | +$82.6K | 0.14% | 134 |
|
|
2023
Q4 | $1.12M | Buy |
22,233
+3,920
| +21% | +$198K | 0.15% | 129 |
|
|
2023
Q3 | $985K | Sell |
18,313
-15,266
| -45% | -$821K | 0.15% | 133 |
|
|
2023
Q2 | $1.74M | Sell |
33,579
-4,147
| -11% | -$215K | 0.28% | 67 |
|
|
2023
Q1 | $1.97M | Buy |
37,726
+3,692
| +11% | +$193K | 0.47% | 49 |
|
|
2022
Q4 | $1.62M | Buy |
34,034
+13,731
| +68% | +$654K | 0.43% | 53 |
|
|
2022
Q3 | $812K | Sell |
20,303
-2,487
| -11% | -$99.5K | 0.24% | 84 |
|
|
2022
Q2 | $971K | Buy |
22,790
+6,362
| +39% | +$271K | 0.28% | 75 |
|
|
2022
Q1 | $918K | Buy |
16,428
+112
| +0.7% | +$6.26K | 0.27% | 89 |
|
|
2021
Q4 | $1.03M | Buy |
16,316
+468
| +3% | +$29.7K | 0.21% | 105 |
|
|
2021
Q3 | $862K | Buy |
15,848
+817
| +5% | +$44.4K | 0.19% | 103 |
|
|
2021
Q2 | $797K | Buy |
15,031
+6,903
| +85% | +$366K | 0.17% | 103 |
|
|
2021
Q1 | $421K | Buy |
8,128
+1,448
| +22% | +$75K | 0.1% | 126 |
|
|
2020
Q4 | $298K | Buy |
6,680
+1,293
| +24% | +$57.7K | 0.08% | 108 |
|
|
2020
Q3 | $212K | Sell |
5,387
-7,100
| -57% | -$279K | 0.09% | 101 |
|
|
2020
Q2 | $582K | Buy |
+12,487
| New | +$582K | 0.35% | 60 |
|