AWM
Aries Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
15,559
-740
| -5% | -$51.3K | 0.28% | 86 |
|
|
2025
Q1 | $1.01M | Sell |
16,299
-1,275
| -7% | -$78.7K | 0.27% | 86 |
|
|
2024
Q4 | $1.04M | Hold |
17,574
| – | – | 0.29% | 87 |
|
|
2024
Q3 | $935K | Sell |
17,574
-5,636
| -24% | -$300K | 0.26% | 89 |
|
|
2024
Q2 | $1.1M | Sell |
23,210
-255
| -1% | -$12.1K | 0.35% | 71 |
|
|
2024
Q1 | $1.17M | Buy |
23,465
+45
| +0.2% | +$2.25K | 0.38% | 68 |
|
|
2023
Q4 | $1.18M | Sell |
23,420
-16
| -0.1% | -$808 | 0.42% | 65 |
|
|
2023
Q3 | $1.27M | Buy |
23,436
+456
| +2% | +$24.7K | 0.5% | 57 |
|
|
2023
Q2 | $1.19M | Sell |
22,980
-900
| -4% | -$46.6K | 0.46% | 63 |
|
|
2023
Q1 | $1.25M | Sell |
23,880
-1,663
| -7% | -$86.9K | 0.51% | 58 |
|
|
2022
Q4 | $1.22M | Buy |
25,543
+925
| +4% | +$44.1K | 0.52% | 58 |
|
|
2022
Q3 | $1.12M | Buy |
24,618
+166
| +0.7% | +$7.54K | 0.49% | 59 |
|
|
2022
Q2 | $1.04M | Buy |
+24,452
| New | +$1.04M | 0.47% | 57 |
|
|
2022
Q1 | – | Sell |
-24,452
| Closed | -$1.55M | – | 103 |
|
|
2021
Q4 | $1.55M | Buy |
24,452
+600
| +3% | +$38K | 0.59% | 48 |
|
|
2021
Q3 | $1.3M | Hold |
23,852
| – | – | 0.55% | 49 |
|
|
2021
Q2 | $1.26M | Buy |
23,852
+138
| +0.6% | +$7.31K | 0.54% | 50 |
|
|
2021
Q1 | $1.22M | Buy |
23,714
+55
| +0.2% | +$2.83K | 0.55% | 50 |
|
|
2020
Q4 | $1.07M | Sell |
23,659
-1,690
| -7% | -$76.1K | 0.53% | 50 |
|
|
2020
Q3 | $998K | Hold |
25,349
| – | – | 0.57% | 48 |
|
|
2020
Q2 | $1.18M | Buy |
25,349
+35
| +0.1% | +$1.63K | 0.72% | 41 |
|
|
2020
Q1 | $1.01M | Buy |
25,314
+1,589
| +7% | +$63.2K | 0.77% | 39 |
|
|
2019
Q4 | $1.13M | Hold |
23,725
| – | – | 0.69% | 40 |
|
|
2019
Q3 | $1.11M | Sell |
23,725
-42
| -0.2% | -$1.96K | 0.73% | 40 |
|
|
2019
Q2 | $1.35M | Hold |
23,767
| – | – | 0.94% | 32 |
|
|
2019
Q1 | $1.28M | Buy |
23,767
+11,021
| +86% | +$595K | 0.96% | 34 |
|
|
2018
Q4 | $552K | Hold |
12,746
| – | – | 0.59% | 55 |
|
|
2018
Q3 | $620K | Hold |
12,746
| – | – | 0.56% | 58 |
|
|
2018
Q2 | $539K | Sell |
12,746
-800
| -6% | -$33.8K | 0.5% | 59 |
|
|
2018
Q1 | $576K | Hold |
13,546
| – | – | 0.56% | 52 |
|
|
2017
Q4 | $559K | Buy |
+13,546
| New | +$559K | 0.51% | 59 |
|