ATWA
Arbor Trust Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Sell |
4,078
-2,817
| -41% | -$195K | 0.14% | 75 |
|
|
2025
Q1 | $425K | Sell |
6,895
-1,450
| -17% | -$89.5K | 0.2% | 66 |
|
|
2024
Q4 | $494K | Sell |
8,345
-2,757
| -25% | -$163K | 0.23% | 63 |
|
|
2024
Q3 | $527K | Hold |
11,102
| – | – | 0.28% | 62 |
|
|
2024
Q2 | $527K | Sell |
11,102
-818
| -7% | -$38.9K | 0.28% | 62 |
|
|
2024
Q1 | $591K | Sell |
11,920
-585
| -5% | -$29K | 0.32% | 60 |
|
|
2023
Q4 | $632K | Sell |
12,505
-3,500
| -22% | -$177K | 0.38% | 58 |
|
|
2023
Q3 | $860K | Sell |
16,005
-490
| -3% | -$26.3K | 0.57% | 42 |
|
|
2023
Q2 | $853K | Sell |
16,495
-10
| -0.1% | -$517 | 0.54% | 42 |
|
|
2023
Q1 | $863K | Buy |
16,505
+575
| +4% | +$30.1K | 0.57% | 42 |
|
|
2022
Q4 | $759K | Buy |
15,930
+797
| +5% | +$38K | 0.52% | 44 |
|
|
2022
Q3 | $604K | Sell |
15,133
-750
| -5% | -$29.9K | 0.46% | 52 |
|
|
2022
Q2 | $677K | Buy |
15,883
+4,300
| +37% | +$183K | 0.47% | 50 |
|
|
2022
Q1 | $646K | Sell |
11,583
-1,265
| -10% | -$70.6K | 0.39% | 55 |
|
|
2021
Q4 | $814K | Sell |
12,848
-429
| -3% | -$27.2K | 0.47% | 50 |
|
|
2021
Q3 | $723K | Buy |
13,277
+129
| +1% | +$7.03K | 0.45% | 52 |
|
|
2021
Q2 | $697K | Buy |
13,148
+450
| +4% | +$23.9K | 0.44% | 54 |
|
|
2021
Q1 | $657K | Sell |
12,698
-1,353
| -10% | -$70K | 0.44% | 52 |
|
|
2020
Q4 | $629K | Hold |
14,051
| – | – | 0.46% | 50 |
|
|
2020
Q3 | $553K | Sell |
14,051
-690
| -5% | -$27.2K | 0.48% | 48 |
|
|
2020
Q2 | $688K | Sell |
14,741
-725
| -5% | -$33.8K | 0.62% | 43 |
|
|
2020
Q1 | $608K | Buy |
15,466
+602
| +4% | +$23.7K | 0.64% | 43 |
|
|
2019
Q4 | $713K | Buy |
+14,864
| New | +$713K | 0.61% | 45 |
|