AWG
Altus Wealth Group’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Buy |
6,173
+48
| +0.8% | +$3.33K | 0.19% | 88 |
|
|
2025
Q1 | $378K | Buy |
6,125
+163
| +3% | +$10.1K | 0.18% | 96 |
|
|
2024
Q4 | $353K | Buy |
5,962
+454
| +8% | +$26.9K | 0.16% | 107 |
|
|
2024
Q3 | $293K | Sell |
5,508
-468
| -8% | -$24.9K | 0.13% | 112 |
|
|
2024
Q2 | $284K | Sell |
5,976
-11,992
| -67% | -$570K | 0.14% | 110 |
|
|
2024
Q1 | $897K | Buy |
17,968
+546
| +3% | +$27.3K | 0.45% | 56 |
|
|
2023
Q4 | $880K | Buy |
17,422
+746
| +4% | +$37.7K | 0.49% | 52 |
|
|
2023
Q3 | $897K | Sell |
16,676
-349
| -2% | -$18.8K | 0.57% | 42 |
|
|
2023
Q2 | $881K | Buy |
17,025
+333
| +2% | +$17.2K | 0.54% | 44 |
|
|
2023
Q1 | $873K | Buy |
16,692
+2,386
| +17% | +$125K | 0.59% | 41 |
|
|
2022
Q4 | $682K | Buy |
14,306
+1,809
| +14% | +$86.2K | 0.52% | 54 |
|
|
2022
Q3 | $680K | Hold |
12,497
| – | – | 0.68% | 40 |
|
|
2022
Q2 | $680K | Sell |
12,497
-122
| -1% | -$6.64K | 0.68% | 40 |
|
|
2022
Q1 | $704K | Buy |
12,619
+193
| +2% | +$10.8K | 0.58% | 37 |
|
|
2021
Q4 | $787K | Sell |
12,426
-71
| -0.6% | -$4.5K | 0.65% | 38 |
|
|
2021
Q3 | $680K | Buy |
12,497
+1,083
| +9% | +$58.9K | 0.68% | 40 |
|
|
2021
Q2 | $605K | Sell |
11,414
-24
| -0.2% | -$1.27K | 0.59% | 43 |
|
|
2021
Q1 | $580K | Buy |
11,438
+817
| +8% | +$41.4K | 0.58% | 43 |
|
|
2020
Q4 | $475K | Buy |
+10,621
| New | +$475K | 0.45% | 42 |
|