AWM
Aprio Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
21,510
+3,096
| +17% | +$215K | 0.17% | 82 |
|
|
2025
Q1 | $1.14M | Buy |
18,414
+7,362
| +67% | +$454K | 0.14% | 96 |
|
|
2024
Q4 | $654K | Buy |
11,052
+3,583
| +48% | +$212K | 0.1% | 115 |
|
|
2024
Q3 | $398K | Buy |
7,469
+139
| +2% | +$7.4K | 0.06% | 146 |
|
|
2024
Q2 | $348K | Sell |
7,330
-165
| -2% | -$7.84K | 0.06% | 146 |
|
|
2024
Q1 | $374K | Sell |
7,495
-690
| -8% | -$34.4K | 0.07% | 123 |
|
|
2023
Q4 | $414K | Sell |
8,185
-1,147
| -12% | -$57.9K | 0.09% | 105 |
|
|
2023
Q3 | $502K | Buy |
9,332
+3,370
| +57% | +$181K | 0.14% | 83 |
|
|
2023
Q2 | $308K | Buy |
5,962
+112
| +2% | +$5.8K | 0.08% | 104 |
|
|
2023
Q1 | $306K | Buy |
5,850
+1,319
| +29% | +$69K | 0.09% | 97 |
|
|
2022
Q4 | $216K | Buy |
+4,531
| New | +$216K | 0.08% | 115 |
|
|
2022
Q2 | – | Sell |
-5,322
| Closed | -$297K | – | 101 |
|
|
2022
Q1 | $297K | Buy |
+5,322
| New | +$297K | 0.11% | 73 |
|
|
2020
Q3 | – | Sell |
-4,912
| Closed | -$229K | – | 70 |
|
|
2020
Q2 | $229K | Buy |
+4,912
| New | +$229K | 0.22% | 59 |
|