Avantax Planning Partners’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Buy |
144,679
+3,581
| +3% | +$248K | 0.32% | 55 |
|
|
2025
Q1 | $8.71M | Sell |
141,098
-10,888
| -7% | -$672K | 0.31% | 56 |
|
|
2024
Q4 | $9M | Buy |
151,986
+1,771
| +1% | +$105K | 0.32% | 48 |
|
|
2024
Q3 | $7.99M | Sell |
150,215
-26,785
| -15% | -$1.43M | 0.29% | 62 |
|
|
2024
Q2 | $8.41M | Buy |
177,000
+12,415
| +8% | +$590K | 0.27% | 66 |
|
|
2024
Q1 | $8.21M | Buy |
164,585
+106,848
| +185% | +$5.33M | 0.27% | 65 |
|
|
2023
Q4 | $2.92M | Sell |
57,737
-1,192
| -2% | -$60.2K | 0.11% | 90 |
|
|
2023
Q3 | $3.17M | Sell |
58,929
-8,089
| -12% | -$435K | 0.13% | 81 |
|
|
2023
Q2 | $3.47M | Buy |
67,018
+825
| +1% | +$42.7K | 0.14% | 76 |
|
|
2023
Q1 | $3.46M | Sell |
66,193
-3,284
| -5% | -$172K | 0.14% | 74 |
|
|
2022
Q4 | $3.31M | Sell |
69,477
-142
| -0.2% | -$6.77K | 0.13% | 78 |
|
|
2022
Q3 | $2.79M | Buy |
69,619
+3,979
| +6% | +$159K | 0.13% | 84 |
|
|
2022
Q2 | $2.8M | Buy |
65,640
+8,601
| +15% | +$367K | 0.12% | 84 |
|
|
2022
Q1 | $3.18M | Buy |
57,039
+22,704
| +66% | +$1.27M | 0.13% | 76 |
|
|
2021
Q4 | $2.18M | Sell |
34,335
-316
| -0.9% | -$20K | 0.09% | 94 |
|
|
2021
Q3 | $1.89M | Buy |
34,651
+894
| +3% | +$48.7K | 0.09% | 91 |
|
|
2021
Q2 | $1.79M | Buy |
33,757
+5,582
| +20% | +$296K | 0.08% | 95 |
|
|
2021
Q1 | $1.46M | Sell |
28,175
-6,684
| -19% | -$346K | 0.08% | 108 |
|
|
2020
Q4 | $1.56M | Sell |
34,859
-4,095
| -11% | -$183K | 0.08% | 96 |
|
|
2020
Q3 | $1.53M | Buy |
38,954
+1,065
| +3% | +$41.9K | 0.08% | 100 |
|
|
2020
Q2 | $1.77M | Sell |
37,889
-12,646
| -25% | -$590K | 0.1% | 89 |
|
|
2020
Q1 | $1.99M | Buy |
50,535
+8,264
| +20% | +$325K | 0.14% | 61 |
|
|
2019
Q4 | $2.03M | Buy |
42,271
+581
| +1% | +$27.9K | 0.12% | 68 |
|
|
2019
Q3 | $2.06M | Buy |
41,690
+3,691
| +10% | +$182K | 0.13% | 65 |
|
|
2019
Q2 | $2.14M | Buy |
37,999
+3,052
| +9% | +$171K | 0.14% | 63 |
|
|
2019
Q1 | $1.89M | Buy |
34,947
+3,458
| +11% | +$187K | 0.13% | 69 |
|
|
2018
Q4 | $1.36M | Sell |
31,489
-390
| -1% | -$16.9K | 0.1% | 81 |
|
|
2018
Q3 | $1.55M | Buy |
31,879
+347
| +1% | +$16.9K | 0.12% | 63 |
|
|
2018
Q2 | $1.36M | Sell |
31,532
-3,389
| -10% | -$146K | 0.12% | 65 |
|
|
2018
Q1 | $1.5M | Sell |
34,921
-789
| -2% | -$33.8K | 0.13% | 66 |
|
|
2017
Q4 | $1.37M | Sell |
35,710
-7,480
| -17% | -$287K | 0.13% | 73 |
|
|
2017
Q3 | $1.45M | Sell |
43,190
-1,358
| -3% | -$45.7K | 0.11% | 82 |
|
|
2017
Q2 | $1.39M | Buy |
44,548
+2,589
| +6% | +$81K | 0.12% | 86 |
|
|
2017
Q1 | $1.42M | Buy |
41,959
+746
| +2% | +$25.2K | 0.13% | 70 |
|
|
2016
Q4 | $1.25M | Buy |
+41,213
| New | +$1.25M | 0.13% | 72 |
|