BCWM
Bartlett & Co Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.21M | Sell |
75,108
-1,690
| -2% | -$117K | 0.07% | 138 |
|
|
2025
Q1 | $4.74M | Sell |
76,798
-2,362
| -3% | -$146K | 0.07% | 137 |
|
|
2024
Q4 | $4.69M | Sell |
79,160
-1,552
| -2% | -$91.9K | 0.07% | 139 |
|
|
2024
Q3 | $4.3M | Sell |
80,712
-4,191
| -5% | -$223K | 0.06% | 147 |
|
|
2024
Q2 | $4.03M | Sell |
84,903
-2,597
| -3% | -$123K | 0.06% | 150 |
|
|
2024
Q1 | $4.37M | Sell |
87,500
-11,957
| -12% | -$597K | 0.07% | 149 |
|
|
2023
Q4 | $5.02M | Buy |
99,457
+2,277
| +2% | +$115K | 0.08% | 137 |
|
|
2023
Q3 | $5.22M | Sell |
97,180
-1,750
| -2% | -$94.1K | 0.09% | 129 |
|
|
2023
Q2 | $5.12M | Buy |
98,930
+40,610
| +70% | +$2.1M | 0.09% | 134 |
|
|
2023
Q1 | $3.05M | Sell |
58,320
-1,723
| -3% | -$90.1K | 0.06% | 150 |
|
|
2022
Q4 | $2.86M | Sell |
60,043
-1,013
| -2% | -$48.3K | 0.06% | 157 |
|
|
2022
Q3 | $2.44M | Sell |
61,056
-500
| -0.8% | -$20K | 0.05% | 157 |
|
|
2022
Q2 | $2.62M | Sell |
61,556
-83
| -0.1% | -$3.54K | 0.05% | 152 |
|
|
2022
Q1 | $3.44M | Sell |
61,639
-2,101
| -3% | -$117K | 0.06% | 148 |
|
|
2021
Q4 | $4.04M | Sell |
63,740
-2,249
| -3% | -$143K | 0.07% | 139 |
|
|
2021
Q3 | $3.59M | Buy |
65,989
+200
| +0.3% | +$10.9K | 0.07% | 140 |
|
|
2021
Q2 | $3.49M | Sell |
65,789
-3,425
| -5% | -$182K | 0.07% | 142 |
|
|
2021
Q1 | $3.58M | Sell |
69,214
-5,973
| -8% | -$309K | 0.07% | 139 |
|
|
2020
Q4 | $3.36M | Sell |
75,187
-145,608
| -66% | -$6.52M | 0.07% | 144 |
|
|
2020
Q3 | $8.7M | Sell |
220,795
-32,175
| -13% | -$1.27M | 0.2% | 91 |
|
|
2020
Q2 | $11.8M | Sell |
252,970
-12,127
| -5% | -$566K | 0.31% | 76 |
|
|
2020
Q1 | $10.4M | Sell |
265,097
-12,054
| -4% | -$474K | 0.32% | 77 |
|
|
2019
Q4 | $13.3M | Buy |
277,151
+6,519
| +2% | +$313K | 0.32% | 78 |
|
|
2019
Q3 | $13.4M | Buy |
270,632
+218,731
| +421% | +$10.8M | 0.35% | 75 |
|
|
2019
Q2 | $2.84M | Buy |
51,901
+206
| +0.4% | +$11.3K | 0.11% | 111 |
|
|
2019
Q1 | $2.79M | Buy |
51,695
+1,603
| +3% | +$86.5K | 0.11% | 111 |
|
|
2018
Q4 | $2.17M | Buy |
50,092
+1,400
| +3% | +$60.7K | 0.09% | 121 |
|
|
2018
Q3 | $2.37M | Sell |
48,692
-768
| -2% | -$37.4K | 0.09% | 120 |
|
|
2018
Q2 | $2.13M | Buy |
49,460
+4,073
| +9% | +$175K | 0.09% | 123 |
|
|
2018
Q1 | $1.95M | Buy |
+45,387
| New | +$1.95M | 0.08% | 125 |
|