BWA
BDO Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $4.86M | Buy |
93,971
+1,963
| +2% | +$102K | 0.56% | 33 |
|
|
2023
Q1 | $4.81M | Sell |
92,008
-5,119
| -5% | -$268K | 0.59% | 30 |
|
|
2022
Q4 | $4.63M | Buy |
97,127
+4,233
| +5% | +$202K | 0.58% | 33 |
|
|
2022
Q3 | $3.72M | Buy |
92,894
+2,618
| +3% | +$105K | 0.49% | 36 |
|
|
2022
Q2 | $3.85M | Buy |
90,276
+2,069
| +2% | +$88.2K | 0.47% | 37 |
|
|
2022
Q1 | $4.92M | Buy |
88,207
+6,009
| +7% | +$335K | 0.53% | 36 |
|
|
2021
Q4 | $5.21M | Buy |
82,198
+1,022
| +1% | +$64.8K | 0.55% | 36 |
|
|
2021
Q3 | $4.42M | Buy |
81,176
+2,940
| +4% | +$160K | 0.49% | 39 |
|
|
2021
Q2 | $4.15M | Sell |
78,236
-23
| -0% | -$1.22K | 0.46% | 41 |
|
|
2021
Q1 | $4.05M | Buy |
78,259
+13,348
| +21% | +$690K | 0.48% | 39 |
|
|
2020
Q4 | $2.91M | Buy |
64,911
+1,674
| +3% | +$74.9K | 0.41% | 42 |
|
|
2020
Q3 | $2.49M | Buy |
63,237
+1,787
| +3% | +$70.4K | 0.41% | 46 |
|
|
2020
Q2 | $2.87M | Sell |
61,450
-3,265
| -5% | -$152K | 0.5% | 36 |
|
|
2020
Q1 | $2.54M | Buy |
64,715
+10,433
| +19% | +$410K | 0.51% | 39 |
|
|
2019
Q4 | $2.6M | Sell |
54,282
-4,583
| -8% | -$220K | 0.67% | 33 |
|
|
2019
Q3 | $2.91M | Buy |
58,865
+1,593
| +3% | +$78.7K | 0.74% | 29 |
|
|
2019
Q2 | $3.13M | Sell |
57,272
-343
| -0.6% | -$18.8K | 0.85% | 26 |
|
|
2019
Q1 | $3.11M | Buy |
57,615
+1,833
| +3% | +$99K | 0.9% | 26 |
|
|
2018
Q4 | $2.42M | Sell |
55,782
-87
| -0.2% | -$3.77K | 0.83% | 27 |
|
|
2018
Q3 | $2.72M | Buy |
55,869
+306
| +0.6% | +$14.9K | 0.88% | 24 |
|
|
2018
Q2 | $2.39M | Buy |
55,563
+3,621
| +7% | +$156K | 0.81% | 24 |
|
|
2018
Q1 | $2.23M | Buy |
51,942
+2,221
| +4% | +$95.3K | 0.84% | 23 |
|
|
2017
Q4 | $1.9M | Buy |
49,721
+671
| +1% | +$25.7K | 0.85% | 18 |
|
|
2017
Q3 | $1.65M | Buy |
49,050
+471
| +1% | +$15.8K | 0.82% | 17 |
|
|
2017
Q2 | $1.52M | Buy |
+48,579
| New | +$1.52M | 0.66% | 23 |
|