AC
Apella Capital’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $937K | Sell |
13,596
-1,007
| -7% | -$69.4K | 0.03% | 226 |
|
|
2025
Q1 | $849K | Buy |
14,603
+2,651
| +22% | +$154K | 0.03% | 204 |
|
|
2024
Q4 | $708K | Buy |
11,952
+758
| +7% | +$44.9K | 0.03% | 194 |
|
|
2024
Q3 | $589K | Buy |
11,194
+242
| +2% | +$12.7K | 0.02% | 205 |
|
|
2024
Q2 | $502K | Buy |
10,952
+2,027
| +23% | +$92.8K | 0.02% | 204 |
|
|
2024
Q1 | $446K | Buy |
8,925
+103
| +1% | +$5.15K | 0.02% | 201 |
|
|
2023
Q4 | $442K | Sell |
8,822
-203
| -2% | -$10.2K | 0.02% | 198 |
|
|
2023
Q3 | $485K | Buy |
9,025
+681
| +8% | +$36.6K | 0.03% | 173 |
|
|
2023
Q2 | $432K | Buy |
+8,344
| New | +$432K | 0.03% | 180 |
|
|
2022
Q4 | $398K | Buy |
8,353
+165
| +2% | +$7.86K | 0.04% | 168 |
|
|
2022
Q3 | $328K | Buy |
8,188
+109
| +1% | +$4.37K | 0.04% | 165 |
|
|
2022
Q2 | $344K | Buy |
8,079
+1,289
| +19% | +$54.9K | 0.04% | 171 |
|
|
2022
Q1 | $379K | Buy |
6,790
+1,510
| +29% | +$84.3K | 0.05% | 145 |
|
|
2021
Q4 | $335K | Buy |
5,280
+701
| +15% | +$44.5K | 0.04% | 155 |
|
|
2021
Q3 | $249K | Hold |
4,579
| – | – | 0.04% | 180 |
|
|
2021
Q2 | $243K | Buy |
4,579
+100
| +2% | +$5.31K | 0.04% | 188 |
|
|
2021
Q1 | $232K | Hold |
4,479
| – | – | 0.07% | 123 |
|
|
2020
Q4 | $200K | Buy |
+4,479
| New | +$200K | 0.07% | 124 |
|
|
2020
Q3 | – | Sell |
-4,496
| Closed | -$210K | – | 120 |
|
|
2020
Q2 | $210K | Buy |
+4,496
| New | +$210K | 0.1% | 111 |
|