AP
Appleton Partners’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
20,880
+1,444
| +7% | +$100K | 0.1% | 116 |
|
|
2025
Q1 | $1.2M | Buy |
19,436
+6,738
| +53% | +$416K | 0.09% | 120 |
|
|
2024
Q4 | $752K | Sell |
12,698
-1,978
| -13% | -$117K | 0.06% | 145 |
|
|
2024
Q3 | $781K | Sell |
14,676
-415
| -3% | -$22.1K | 0.06% | 145 |
|
|
2024
Q2 | $717K | Sell |
15,091
-450
| -3% | -$21.4K | 0.06% | 146 |
|
|
2024
Q1 | $776K | Sell |
15,541
-55,036
| -78% | -$2.75M | 0.06% | 150 |
|
|
2023
Q4 | $3.57M | Buy |
70,577
+1,842
| +3% | +$93.1K | 0.29% | 86 |
|
|
2023
Q3 | $3.7M | Sell |
68,735
-510
| -0.7% | -$27.4K | 0.33% | 79 |
|
|
2023
Q2 | $3.58M | Buy |
69,245
+1,534
| +2% | +$79.4K | 0.3% | 82 |
|
|
2023
Q1 | $3.54M | Buy |
67,711
+240
| +0.4% | +$12.5K | 0.31% | 79 |
|
|
2022
Q4 | $3.21M | Sell |
67,471
-597
| -0.9% | -$28.4K | 0.3% | 81 |
|
|
2022
Q3 | $2.72M | Sell |
68,068
-193
| -0.3% | -$7.72K | 0.27% | 93 |
|
|
2022
Q2 | $2.91M | Buy |
68,261
+656
| +1% | +$28K | 0.28% | 90 |
|
|
2022
Q1 | $3.77M | Buy |
67,605
+60
| +0.1% | +$3.35K | 0.31% | 87 |
|
|
2021
Q4 | $4.28M | Buy |
67,545
+1,437
| +2% | +$91.1K | 0.32% | 81 |
|
|
2021
Q3 | $3.6M | Sell |
66,108
-1,296
| -2% | -$70.5K | 0.3% | 85 |
|
|
2021
Q2 | $3.57M | Buy |
67,404
+245
| +0.4% | +$13K | 0.3% | 85 |
|
|
2021
Q1 | $3.47M | Sell |
67,159
-201
| -0.3% | -$10.4K | 0.32% | 80 |
|
|
2020
Q4 | $3.01M | Sell |
67,360
-2,656
| -4% | -$119K | 0.3% | 78 |
|
|
2020
Q3 | $2.76M | Sell |
70,016
-2,007
| -3% | -$79.1K | 0.3% | 80 |
|
|
2020
Q2 | $3.36M | Sell |
72,023
-1,011
| -1% | -$47.2K | 0.4% | 66 |
|
|
2020
Q1 | $2.87M | Sell |
73,034
-5,082
| -7% | -$200K | 0.4% | 66 |
|
|
2019
Q4 | $3.75M | Sell |
78,116
-6,885
| -8% | -$330K | 0.41% | 67 |
|
|
2019
Q3 | $4.2M | Sell |
85,001
-109
| -0.1% | -$5.39K | 0.51% | 54 |
|
|
2019
Q2 | $4.66M | Buy |
85,110
+3,626
| +4% | +$198K | 0.58% | 46 |
|
|
2019
Q1 | $4.4M | Buy |
81,484
+1,461
| +2% | +$78.9K | 0.58% | 51 |
|
|
2018
Q4 | $3.47M | Buy |
80,023
+817
| +1% | +$35.4K | 0.52% | 60 |
|
|
2018
Q3 | $3.85M | Buy |
79,206
+6,358
| +9% | +$309K | 0.51% | 59 |
|
|
2018
Q2 | $3.14M | Buy |
72,848
+7,405
| +11% | +$319K | 0.45% | 68 |
|
|
2018
Q1 | $2.81M | Sell |
65,443
-624
| -0.9% | -$26.8K | 0.43% | 71 |
|
|
2017
Q4 | $2.53M | Buy |
66,067
+139
| +0.2% | +$5.32K | 0.39% | 76 |
|
|
2017
Q3 | $2.22M | Buy |
65,928
+2,816
| +4% | +$94.7K | 0.37% | 78 |
|
|
2017
Q2 | $1.98M | Buy |
63,112
+8,529
| +16% | +$267K | 0.33% | 82 |
|
|
2017
Q1 | $1.85M | Sell |
54,583
-2,494
| -4% | -$84.3K | 0.34% | 82 |
|
|
2016
Q4 | $1.73M | Sell |
57,077
-734
| -1% | -$22.2K | 0.35% | 76 |
|
|
2016
Q3 | $1.83M | Buy |
57,811
+479
| +0.8% | +$15.2K | 0.35% | 81 |
|
|
2016
Q2 | $1.65M | Buy |
57,332
+291
| +0.5% | +$8.35K | 0.34% | 75 |
|
|
2016
Q1 | $1.62M | Buy |
57,041
+4
| +0% | +$114 | 0.32% | 75 |
|
|
2015
Q4 | $1.55M | Buy |
57,037
+4,721
| +9% | +$128K | 0.31% | 79 |
|
|
2015
Q3 | $1.37M | Sell |
52,316
-2,310
| -4% | -$60.6K | 0.31% | 76 |
|
|
2015
Q2 | $1.5M | Buy |
54,626
+290
| +0.5% | +$7.96K | 0.34% | 71 |
|
|
2015
Q1 | $1.5M | Sell |
54,336
-10,400
| -16% | -$286K | 0.34% | 71 |
|
|
2014
Q4 | $1.8M | Sell |
64,736
-7,877
| -11% | -$219K | 0.41% | 65 |
|
|
2014
Q3 | $1.83M | Buy |
72,613
+2,268
| +3% | +$57.1K | 0.43% | 64 |
|
|
2014
Q2 | $1.75M | Sell |
70,345
-266
| -0.4% | -$6.61K | 0.41% | 66 |
|
|
2014
Q1 | $1.58M | Buy |
70,611
+64
| +0.1% | +$1.44K | 0.37% | 67 |
|
|
2013
Q4 | $1.58M | Sell |
70,547
-2,867
| -4% | -$64.3K | 0.38% | 63 |
|
|
2013
Q3 | $1.72M | Buy |
73,414
+1,212
| +2% | +$28.4K | 0.46% | 58 |
|
|
2013
Q2 | $1.76M | Buy |
+72,202
| New | +$1.76M | 0.51% | 50 |
|