APWA
Atlas Private Wealth Advisors’s Cisco CSCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $240K | Buy |
3,453
+206
| +6% | +$14.3K | 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% | -$34.5K | 0.07% | 103 |
|
2023
Q3 | $460K | Buy |
8,556
+2,007
| +31% | +$108K | 0.09% | 113 |
|
2023
Q2 | $339K | Buy |
+6,549
| New | +$339K | 0.07% | 136 |
|
2021
Q4 | – | Sell |
-2,055
| Closed | -$112K | – | 268 |
|
2021
Q3 | $112K | Sell |
2,055
-58
| -3% | -$3.16K | 0.06% | 164 |
|
2021
Q2 | $112K | Sell |
2,113
-818
| -28% | -$43.4K | 0.06% | 150 |
|
2021
Q1 | $152K | Buy |
2,931
+1,090
| +59% | +$56.5K | 0.08% | 124 |
|
2020
Q4 | $82K | Buy |
1,841
+2
| +0.1% | +$89 | 0.06% | 167 |
|
2020
Q3 | $72K | Sell |
1,839
-1,413
| -43% | -$55.3K | 0.06% | 165 |
|
2020
Q2 | $152K | Buy |
+3,252
| New | +$152K | 0.14% | 117 |
|