AWA
Amplius Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Buy |
7,817
+317
| +4% | +$22K | 0.05% | 110 |
|
|
2025
Q1 | $463K | Sell |
7,500
-485
| -6% | -$29.9K | 0.05% | 116 |
|
|
2024
Q4 | $473K | Buy |
7,985
+52
| +0.7% | +$3.08K | 0.05% | 110 |
|
|
2024
Q3 | $422K | Sell |
7,933
-469
| -6% | -$25K | 0.05% | 109 |
|
|
2024
Q2 | $399K | Sell |
8,402
-213
| -2% | -$10.1K | 0.04% | 108 |
|
|
2024
Q1 | $430K | Buy |
8,615
+419
| +5% | +$20.9K | 0.05% | 108 |
|
|
2023
Q4 | $414K | Sell |
8,196
-37
| -0.4% | -$1.87K | 0.05% | 107 |
|
|
2023
Q3 | $443K | Sell |
8,233
-101
| -1% | -$5.43K | 0.06% | 100 |
|
|
2023
Q2 | $431K | Sell |
8,334
-186
| -2% | -$9.62K | 0.06% | 105 |
|
|
2023
Q1 | $445K | Buy |
8,520
+307
| +4% | +$16K | 0.06% | 105 |
|
|
2022
Q4 | $391K | Buy |
8,213
+78
| +1% | +$3.72K | 0.06% | 105 |
|
|
2022
Q3 | $325K | Buy |
8,135
+380
| +5% | +$15.2K | 0.06% | 111 |
|
|
2022
Q2 | $330K | Sell |
7,755
-926
| -11% | -$39.4K | 0.05% | 125 |
|
|
2022
Q1 | $484K | Sell |
8,681
-56
| -0.6% | -$3.12K | 0.07% | 104 |
|
|
2021
Q4 | $553K | Buy |
+8,737
| New | +$553K | 0.08% | 100 |
|