Atlas Private Wealth Advisors’s Cisco CSCO Stock Holding History

Atlas Private Wealth Advisors’s Portfolio CSCO Stock Details CSCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,453	Closed	-$240K	–	148
2025 Q2	$240K	Buy	3,453 +206	+6%	+$12.7K	0.03%	179
2025 Q1	$200K	Buy	+3,247	New	+$200K	0.03%	179
2024 Q1	–	Sell	-7,874	Closed	-$398K	–	117
2023 Q4	$398K	Sell	7,874 -682	-8%	-$34.8K	0.07%	103
2023 Q3	$460K	Buy	8,556 +2,007	+31%	+$108K	0.09%	113
2023 Q2	$339K	Buy	+6,549	New	+$322K	0.07%	136
2021 Q4	–	Sell	-2,055	Closed	-$112K	–	269
2021 Q3	$112K	Sell	2,055 -58	-3%	-$3.25K	0.06%	164
2021 Q2	$112K	Sell	2,113 -818	-28%	-$43K	0.06%	150
2021 Q1	$152K	Buy	2,931 +1,090	+59%	+$51.2K	0.08%	124
2020 Q4	$82K	Buy	1,841 +2	+0.1%	+$82	0.06%	167
2020 Q3	$72K	Sell	1,839 -1,413	-43%	-$61.6K	0.06%	165
2020 Q2	$152K	Buy	+3,252	New	+$143K	0.14%	117

Other funds holding CSCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return