Bard Financial Services’s Cisco CSCO Stock Holding History

Bard Financial Services’s Portfolio CSCO Stock Details CSCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$10.3M	Sell	150,860 -375	-0.2%	-$25.6K	1.13%	24
2025 Q2	$10.5M	Sell	151,235 -875	-0.6%	-$53.8K	1.25%	18
2025 Q1	$9.39M	Sell	152,110 -325	-0.2%	-$20K	1.15%	20
2024 Q4	$9.02M	Sell	152,435 -170	-0.1%	-$9.71K	1.08%	25
2024 Q3	$8.12M	Sell	152,605 -53,995	-26%	-$2.63M	0.96%	28
2024 Q2	$9.82M	Buy	206,600 +1,100	+0.5%	+$52.2K	1.01%	28
2024 Q1	$10.3M	Buy	205,500 +1,125	+0.6%	+$56.1K	1.09%	27
2023 Q4	$10.3M	Buy	204,375 +3,325	+2%	+$170K	1.16%	19
2023 Q3	$10.8M	Buy	201,050 +5,125	+3%	+$277K	1.34%	18
2023 Q2	$10.1M	Sell	195,925 -1,710	-0.9%	-$84.1K	0.77%	31
2023 Q1	$10.3M	Buy	197,635 +825	+0.4%	+$40.3K	0.83%	32
2022 Q4	$9.74M	Buy	196,810 +3,535	+2%	+$161K	0.83%	31
2022 Q3	$7.73M	Buy	193,275 +7,085	+4%	+$314K	0.72%	34
2022 Q2	$7.94M	Buy	186,190 +250	+0.1%	+$12K	0.73%	34
2022 Q1	$10.4M	Buy	185,940 +2,875	+2%	+$163K	0.84%	29
2021 Q4	$11.6M	Buy	183,065 +1,925	+1%	+$110K	0.94%	23
2021 Q3	$9.86M	Buy	181,140 +950	+0.5%	+$53.3K	0.87%	26
2021 Q2	$9.55M	Buy	180,190 +4,400	+3%	+$231K	0.85%	29
2021 Q1	$9.09M	Sell	175,790 -514	-0.3%	-$24.1K	0.88%	29
2020 Q4	$7.89M	Buy	+176,304	New	+$7.25M	0.79%	33

Other funds holding CSCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return