AWA
Arkadios Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Buy |
161,798
+29,910
| +23% | +$2.08M | 0.33% | 49 |
|
|
2025
Q1 | $8.14M | Buy |
131,888
+32,505
| +33% | +$2.01M | 0.31% | 59 |
|
|
2024
Q4 | $5.88M | Sell |
99,383
-1,984
| -2% | -$117K | 0.32% | 61 |
|
|
2024
Q3 | $5.39M | Sell |
101,367
-6,880
| -6% | -$366K | 0.31% | 66 |
|
|
2024
Q2 | $5.14M | Buy |
108,247
+32,771
| +43% | +$1.56M | 0.35% | 55 |
|
|
2024
Q1 | $3.77M | Buy |
75,476
+740
| +1% | +$36.9K | 0.29% | 80 |
|
|
2023
Q4 | $3.78M | Sell |
74,736
-4,978
| -6% | -$251K | 0.32% | 72 |
|
|
2023
Q3 | $4.29M | Buy |
79,714
+21,788
| +38% | +$1.17M | 0.41% | 55 |
|
|
2023
Q2 | $3M | Buy |
57,926
+884
| +2% | +$45.7K | 0.35% | 68 |
|
|
2023
Q1 | $2.98M | Sell |
57,042
-1,245
| -2% | -$65.1K | 0.36% | 72 |
|
|
2022
Q4 | $2.78M | Buy |
58,287
+5,482
| +10% | +$261K | 0.37% | 78 |
|
|
2022
Q3 | $2.11M | Buy |
52,805
+6,547
| +14% | +$262K | 0.32% | 83 |
|
|
2022
Q2 | $1.97M | Buy |
46,258
+2,755
| +6% | +$117K | 0.29% | 87 |
|
|
2022
Q1 | $2.43M | Buy |
43,503
+3,547
| +9% | +$198K | 0.32% | 82 |
|
|
2021
Q4 | $2.53M | Buy |
39,956
+779
| +2% | +$49.4K | 0.34% | 72 |
|
|
2021
Q3 | $2.13M | Sell |
39,177
-7,793
| -17% | -$424K | 0.31% | 88 |
|
|
2021
Q2 | $2.49M | Buy |
46,970
+11,543
| +33% | +$612K | 0.3% | 87 |
|
|
2021
Q1 | $1.83M | Buy |
35,427
+12,765
| +56% | +$660K | 0.3% | 85 |
|
|
2020
Q4 | $1.01M | Buy |
22,662
+11,853
| +110% | +$530K | 0.21% | 116 |
|
|
2020
Q3 | $434K | Buy |
10,809
+160
| +2% | +$6.43K | 0.22% | 108 |
|
|
2020
Q2 | $493K | Buy |
10,649
+104
| +1% | +$4.81K | 0.27% | 82 |
|
|
2020
Q1 | $415K | Buy |
10,545
+555
| +6% | +$21.8K | 0.26% | 91 |
|
|
2019
Q4 | $473K | Buy |
+9,990
| New | +$473K | 0.28% | 86 |
|