AAS
Avantax Advisory Services’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.2M | Buy |
420,336
+4,525
| +1% | +$314K | 0.16% | 100 |
|
|
2025
Q1 | $25.7M | Buy |
415,811
+20,453
| +5% | +$1.26M | 0.16% | 103 |
|
|
2024
Q4 | $23.4M | Sell |
395,358
-8,834
| -2% | -$523K | 0.15% | 102 |
|
|
2024
Q3 | $21.5M | Buy |
404,192
+17,679
| +5% | +$941K | 0.14% | 107 |
|
|
2024
Q2 | $18.4M | Buy |
386,513
+143,352
| +59% | +$6.81M | 0.13% | 118 |
|
|
2024
Q1 | $12.1M | Sell |
243,161
-96,577
| -28% | -$4.82M | 0.11% | 145 |
|
|
2023
Q4 | $17.2M | Buy |
339,738
+26,073
| +8% | +$1.32M | 0.17% | 99 |
|
|
2023
Q3 | $16.9M | Buy |
313,665
+8,516
| +3% | +$458K | 0.19% | 88 |
|
|
2023
Q2 | $15.8M | Buy |
305,149
+11,564
| +4% | +$598K | 0.18% | 93 |
|
|
2023
Q1 | $15.3M | Buy |
293,585
+55,374
| +23% | +$2.89M | 0.19% | 92 |
|
|
2022
Q4 | $11.3M | Sell |
238,211
-542
| -0.2% | -$25.8K | 0.15% | 116 |
|
|
2022
Q3 | $9.55M | Buy |
238,753
+28,406
| +14% | +$1.14M | 0.15% | 111 |
|
|
2022
Q2 | $8.97M | Buy |
210,347
+12,429
| +6% | +$530K | 0.14% | 125 |
|
|
2022
Q1 | $11.1M | Buy |
197,918
+19,997
| +11% | +$1.12M | 0.15% | 103 |
|
|
2021
Q4 | $11.3M | Buy |
177,921
+15,080
| +9% | +$956K | 0.17% | 95 |
|
|
2021
Q3 | $8.86M | Buy |
162,841
+16,415
| +11% | +$893K | 0.15% | 105 |
|
|
2021
Q2 | $7.78M | Buy |
146,426
+15,475
| +12% | +$822K | 0.14% | 113 |
|
|
2021
Q1 | $6.78M | Buy |
130,951
+3,176
| +2% | +$164K | 0.15% | 113 |
|
|
2020
Q4 | $5.71M | Sell |
127,775
-128,768
| -50% | -$5.75M | 0.14% | 120 |
|
|
2020
Q3 | $10.1M | Buy |
256,543
+133,715
| +109% | +$5.28M | 0.16% | 109 |
|
|
2020
Q2 | $5.73M | Sell |
122,828
-5,367
| -4% | -$250K | 0.17% | 101 |
|
|
2020
Q1 | $5.06M | Buy |
128,195
+10,771
| +9% | +$425K | 0.15% | 101 |
|
|
2019
Q4 | $5.62M | Buy |
117,424
+16,324
| +16% | +$781K | 0.13% | 104 |
|
|
2019
Q3 | $4.99M | Buy |
101,100
+23,447
| +30% | +$1.16M | 0.2% | 62 |
|
|
2019
Q2 | $4.25M | Sell |
77,653
-8,603
| -10% | -$471K | 0.19% | 66 |
|
|
2019
Q1 | $4.66M | Buy |
86,256
+24,714
| +40% | +$1.33M | 0.25% | 49 |
|
|
2018
Q4 | $2.67M | Buy |
+61,542
| New | +$2.67M | 0.45% | 57 |
|