Applied Finance Capital Management’s Cisco CSCO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35.6M	Sell	459,371 -52,797	-10%	-$4.13M	2.68%	7
2025 Q4	$39.5M	Buy	512,168 +49,081	+11%	+$3.64M	2.83%	5
2025 Q3	$31.7M	Sell	463,087 -45,022	-9%	-$3.07M	2.25%	11
2025 Q2	$35.3M	Sell	508,109 -73,040	-13%	-$4.49M	2.41%	8
2025 Q1	$35.9M	Sell	581,149 -594,264	-51%	-$36.6M	2.64%	7
2024 Q4	$69.6M	Sell	1,175,413 -67,866	-5%	-$3.88M	3.02%	2
2024 Q3	$66.2M	Buy	1,243,279 +94,544	+8%	+$4.6M	2.83%	3
2024 Q2	$54.6M	Buy	1,148,735 +401,538	+54%	+$19.1M	2.52%	10
2024 Q1	$37.3M	Buy	747,197 +167,518	+29%	+$8.36M	2.62%	9
2023 Q4	$29.3M	Buy	579,679 +51,392	+10%	+$2.63M	2.54%	11
2023 Q3	$28.4M	Buy	528,287 +70,072	+15%	+$3.78M	3.09%	5
2023 Q2	$23.7M	Sell	458,215 -90,347	-16%	-$4.44M	2.69%	10
2023 Q1	$28.7M	Buy	548,562 +2,252	+0.4%	+$110K	3.57%	2
2022 Q4	$26M	Buy	+546,310	New	+$24.9M	3.39%	3