BSSFA
Baron Silver Stevens Financial Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Buy |
5,284
+382
| +8% | +$26.5K | 0.06% | 93 |
|
|
2025
Q1 | $303K | Sell |
4,902
-73
| -1% | -$4.51K | 0.05% | 95 |
|
|
2024
Q4 | $295K | Hold |
4,975
| – | – | 0.05% | 95 |
|
|
2024
Q3 | $265K | Buy |
4,975
+1
| +0% | +$53 | 0.05% | 102 |
|
|
2024
Q2 | $236K | Sell |
4,974
-828
| -14% | -$39.3K | 0.04% | 103 |
|
|
2024
Q1 | $290K | Buy |
5,802
+525
| +10% | +$26.2K | 0.06% | 99 |
|
|
2023
Q4 | $267K | Hold |
5,277
| – | – | 0.06% | 95 |
|
|
2023
Q3 | $284K | Buy |
5,277
+339
| +7% | +$18.2K | 0.06% | 83 |
|
|
2023
Q2 | $256K | Sell |
4,938
-123
| -2% | -$6.37K | 0.06% | 93 |
|
|
2023
Q1 | $265K | Hold |
5,061
| – | – | 0.07% | 84 |
|
|
2022
Q4 | $241K | Buy |
+5,061
| New | +$241K | 0.06% | 84 |
|
|
2022
Q3 | – | Sell |
-5,634
| Closed | -$240K | – | 109 |
|
|
2022
Q2 | $240K | Sell |
5,634
-115
| -2% | -$4.9K | 0.06% | 89 |
|
|
2022
Q1 | $320K | Buy |
5,749
+932
| +19% | +$51.9K | 0.08% | 66 |
|
|
2021
Q4 | $305K | Buy |
4,817
+443
| +10% | +$28.1K | 0.07% | 64 |
|
|
2021
Q3 | $238K | Sell |
4,374
-169
| -4% | -$9.2K | 0.06% | 67 |
|
|
2021
Q2 | $240K | Buy |
+4,543
| New | +$240K | 0.07% | 74 |
|
|
2021
Q1 | – | Sell |
-3,916
| Closed | -$175K | – | 133 |
|
|
2020
Q4 | $175K | Buy |
+3,916
| New | +$175K | 0.06% | 71 |
|