BTWM
Baker Tilly Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Sell |
6,263
-773
| -11% | -$53.6K | 0.16% | 137 |
|
|
2025
Q1 | $434K | Sell |
7,036
-2,227
| -24% | -$137K | 0.17% | 133 |
|
|
2024
Q4 | $548K | Sell |
9,263
-1,505
| -14% | -$89.1K | 0.22% | 109 |
|
|
2024
Q3 | $573K | Sell |
10,768
-5,203
| -33% | -$277K | 0.25% | 99 |
|
|
2024
Q2 | $759K | Sell |
15,971
-49,018
| -75% | -$2.33M | 0.31% | 79 |
|
|
2024
Q1 | $3.24M | Sell |
64,989
-6,295
| -9% | -$314K | 0.59% | 30 |
|
|
2023
Q4 | $3.6M | Sell |
71,284
-5,898
| -8% | -$298K | 0.59% | 30 |
|
|
2023
Q3 | $4.15M | Sell |
77,182
-29,114
| -27% | -$1.57M | 0.68% | 24 |
|
|
2023
Q2 | $5.5M | Sell |
106,296
-2,675
| -2% | -$138K | 0.58% | 38 |
|
|
2023
Q1 | $5.7M | Buy |
108,971
+6,265
| +6% | +$328K | 0.64% | 33 |
|
|
2022
Q4 | $4.89M | Buy |
102,706
+5,523
| +6% | +$263K | 0.6% | 39 |
|
|
2022
Q3 | $3.89M | Sell |
97,183
-3,471
| -3% | -$139K | 0.53% | 40 |
|
|
2022
Q2 | $4.29M | Buy |
100,654
+24,492
| +32% | +$1.04M | 0.56% | 38 |
|
|
2022
Q1 | $4.25M | Sell |
76,162
-28,915
| -28% | -$1.61M | 0.47% | 51 |
|
|
2021
Q4 | $6.66M | Buy |
105,077
+12,032
| +13% | +$762K | 0.71% | 19 |
|
|
2021
Q3 | $5.06M | Buy |
93,045
+14,359
| +18% | +$781K | 0.67% | 21 |
|
|
2021
Q2 | $4.17M | Buy |
78,686
+18,047
| +30% | +$956K | 0.67% | 26 |
|
|
2021
Q1 | $3.14M | Buy |
60,639
+20,469
| +51% | +$1.06M | 0.64% | 30 |
|
|
2020
Q4 | $1.8M | Buy |
+40,170
| New | +$1.8M | 0.56% | 46 |
|