BFA
Beacon Financial Advisory’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Sell |
5,395
-292
| -5% | -$20.3K | 0.1% | 240 |
|
|
2025
Q1 | $351K | Sell |
5,687
-16,777
| -75% | -$1.04M | 0.11% | 216 |
|
|
2024
Q4 | $1.33M | Buy |
22,464
+19
| +0.1% | +$1.13K | 0.43% | 54 |
|
|
2024
Q3 | $1.19M | Sell |
22,445
-184
| -0.8% | -$9.79K | 0.41% | 60 |
|
|
2024
Q2 | $1.08M | Buy |
22,629
+2,746
| +14% | +$130K | 0.4% | 60 |
|
|
2024
Q1 | $992K | Buy |
19,883
+769
| +4% | +$38.4K | 0.48% | 56 |
|
|
2023
Q4 | $966K | Sell |
19,114
-178
| -0.9% | -$8.99K | 0.47% | 63 |
|
|
2023
Q3 | $1.04M | Buy |
19,292
+498
| +3% | +$26.8K | 0.57% | 47 |
|
|
2023
Q2 | $972K | Buy |
18,794
+631
| +3% | +$32.6K | 0.56% | 52 |
|
|
2023
Q1 | $949K | Buy |
18,163
+1,114
| +7% | +$58.2K | 0.6% | 48 |
|
|
2022
Q4 | $812K | Buy |
17,049
+1,104
| +7% | +$52.6K | 0.58% | 51 |
|
|
2022
Q3 | $638K | Sell |
15,945
-2,037
| -11% | -$81.5K | 0.45% | 70 |
|
|
2022
Q2 | $767K | Sell |
17,982
-21
| -0.1% | -$896 | 0.44% | 68 |
|
|
2022
Q1 | $1M | Sell |
18,003
-59
| -0.3% | -$3.29K | 0.48% | 61 |
|
|
2021
Q4 | $1.15M | Buy |
18,062
+333
| +2% | +$21.1K | 0.53% | 54 |
|
|
2021
Q3 | $965K | Buy |
17,729
+5
| +0% | +$272 | 0.5% | 63 |
|
|
2021
Q2 | $939K | Sell |
17,724
-695
| -4% | -$36.8K | 0.5% | 64 |
|
|
2021
Q1 | $952K | Buy |
18,419
+3,627
| +25% | +$187K | 0.54% | 56 |
|
|
2020
Q4 | $661K | Sell |
14,792
-946
| -6% | -$42.3K | 0.43% | 72 |
|
|
2020
Q3 | $619K | Buy |
15,738
+6,353
| +68% | +$250K | 0.54% | 54 |
|
|
2020
Q2 | $437K | Buy |
9,385
+3
| +0% | +$140 | 0.48% | 63 |
|
|
2020
Q1 | $368K | Buy |
9,382
+2,945
| +46% | +$116K | 0.47% | 70 |
|
|
2019
Q4 | $308K | Buy |
+6,437
| New | +$308K | 0.26% | 111 |
|