AWM
Altium Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.33M | Buy |
54,677
+182
| +0.3% | +$7.76K | 0.17% | 76 |
|
|
2022
Q1 | $3.04M | Buy |
54,495
+6,352
| +13% | +$354K | 0.2% | 61 |
|
|
2021
Q4 | $3.05M | Buy |
48,143
+4,384
| +10% | +$278K | 0.2% | 59 |
|
|
2021
Q3 | $2.38M | Buy |
43,759
+661
| +2% | +$36K | 0.17% | 69 |
|
|
2021
Q2 | $2.28M | Buy |
43,098
+154
| +0.4% | +$8.16K | 0.17% | 69 |
|
|
2021
Q1 | $2.22M | Sell |
42,944
-1,974
| -4% | -$102K | 0.18% | 64 |
|
|
2020
Q4 | $2.01M | Sell |
44,918
-3,441
| -7% | -$154K | 0.18% | 64 |
|
|
2020
Q3 | $1.91M | Sell |
48,359
-5,714
| -11% | -$225K | 0.2% | 62 |
|
|
2020
Q2 | $2.52M | Sell |
54,073
-932
| -2% | -$43.5K | 0.28% | 41 |
|
|
2020
Q1 | $2.16M | Buy |
55,005
+1,882
| +4% | +$74K | 0.3% | 43 |
|
|
2019
Q4 | $2.55M | Sell |
53,123
-495
| -0.9% | -$23.7K | 0.3% | 45 |
|
|
2019
Q3 | $2.65M | Buy |
53,618
+1,056
| +2% | +$52.2K | 0.36% | 36 |
|
|
2019
Q2 | $2.88M | Buy |
52,562
+1,768
| +3% | +$96.8K | 0.42% | 29 |
|
|
2019
Q1 | $2.74M | Buy |
50,794
+2,116
| +4% | +$114K | 0.44% | 31 |
|
|
2018
Q4 | $2.11M | Buy |
48,678
+3,578
| +8% | +$155K | 0.4% | 37 |
|
|
2018
Q3 | $2.19M | Buy |
45,100
+1,377
| +3% | +$67K | 0.42% | 39 |
|
|
2018
Q2 | $1.88M | Buy |
43,723
+33,083
| +311% | +$1.42M | 0.5% | 38 |
|
|
2018
Q1 | $456K | Buy |
10,640
+2,585
| +32% | +$111K | 0.18% | 93 |
|
|
2017
Q4 | $308K | Buy |
+8,055
| New | +$308K | 0.14% | 118 |
|