Atria Wealth Solutions’s Cisco CSCO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.68M Sell
81,810
-109,567
-57% -$7.6M 0.13% 190
2025
Q1
$11.8M Buy
191,377
+13,004
+7% +$802K 0.14% 153
2024
Q4
$10.6M Buy
178,373
+14,102
+9% +$835K 0.12% 187
2024
Q3
$8.74M Sell
164,271
-23,682
-13% -$1.26M 0.09% 216
2024
Q2
$8.93M Sell
187,953
-19,704
-9% -$936K 0.1% 211
2024
Q1
$10.4M Sell
207,657
-5,805
-3% -$290K 0.12% 189
2023
Q4
$10.8M Sell
213,462
-5,564
-3% -$281K 0.13% 156
2023
Q3
$11.8M Buy
219,026
+18,359
+9% +$987K 0.16% 133
2023
Q2
$10.4M Sell
200,667
-2,152
-1% -$111K 0.14% 150
2023
Q1
$10.6M Buy
202,819
+7,198
+4% +$376K 0.16% 140
2022
Q4
$9.32M Buy
195,621
+9,346
+5% +$445K 0.15% 148
2022
Q3
$7.45M Sell
186,275
-3,406
-2% -$136K 0.13% 165
2022
Q2
$8.09M Buy
189,681
+25,319
+15% +$1.08M 0.15% 134
2022
Q1
$9.17M Buy
+164,362
New +$9.17M 0.15% 137