BWA
Beam Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $952K | Buy |
13,718
+301
| +2% | +$20.9K | 0.28% | 75 |
|
|
2025
Q1 | $828K | Sell |
13,417
-517
| -4% | -$31.9K | 0.28% | 72 |
|
|
2024
Q4 | $825K | Buy |
13,934
+472
| +4% | +$27.9K | 0.26% | 74 |
|
|
2024
Q3 | $716K | Buy |
13,462
+358
| +3% | +$19.1K | 0.22% | 78 |
|
|
2024
Q2 | $623K | Buy |
13,104
+7,304
| +126% | +$347K | 0.21% | 76 |
|
|
2024
Q1 | $289K | Buy |
5,800
+1,376
| +31% | +$68.7K | 0.17% | 89 |
|
|
2023
Q4 | $223K | Buy |
4,424
+48
| +1% | +$2.43K | 0.14% | 92 |
|
|
2023
Q3 | $235K | Buy |
4,376
+73
| +2% | +$3.92K | 0.17% | 87 |
|
|
2023
Q2 | $223K | Buy |
+4,303
| New | +$223K | 0.15% | 92 |
|
|
2020
Q4 | – | Sell |
-10,644
| Closed | -$419K | – | 129 |
|
|
2020
Q3 | $419K | Sell |
10,644
-737
| -6% | -$29K | 0.39% | 79 |
|
|
2020
Q2 | $528K | Buy |
11,381
+433
| +4% | +$20.1K | 0.53% | 58 |
|
|
2020
Q1 | $430K | Sell |
10,948
-1,087
| -9% | -$42.7K | 0.43% | 77 |
|
|
2019
Q4 | $577K | Buy |
+12,035
| New | +$577K | 0.54% | 54 |
|