Beaumont Financial Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $741K | Sell |
10,679
-133
| -1% | -$9.23K | 0.05% | 182 |
|
|
2025
Q1 | $667K | Buy |
10,812
+221
| +2% | +$13.6K | 0.05% | 189 |
|
|
2024
Q4 | $627K | Buy |
10,591
+173
| +2% | +$10.2K | 0.05% | 198 |
|
|
2024
Q3 | $554K | Sell |
10,418
-38
| -0.4% | -$2.02K | 0.04% | 200 |
|
|
2024
Q2 | $497K | Buy |
10,456
+224
| +2% | +$10.6K | 0.04% | 210 |
|
|
2024
Q1 | $511K | Sell |
10,232
-357
| -3% | -$17.8K | 0.04% | 199 |
|
|
2023
Q4 | $535K | Buy |
10,589
+471
| +5% | +$23.8K | 0.05% | 188 |
|
|
2023
Q3 | $544K | Buy |
10,118
+320
| +3% | +$17.2K | 0.05% | 170 |
|
|
2023
Q2 | $507K | Buy |
9,798
+1,154
| +13% | +$59.7K | 0.05% | 189 |
|
|
2023
Q1 | $452K | Sell |
8,644
-1,000
| -10% | -$52.3K | 0.05% | 180 |
|
|
2022
Q4 | $459K | Sell |
9,644
-875
| -8% | -$41.7K | 0.05% | 185 |
|
|
2022
Q3 | $421K | Buy |
10,519
+57
| +0.5% | +$2.28K | 0.04% | 188 |
|
|
2022
Q2 | $446K | Sell |
10,462
-98
| -0.9% | -$4.18K | 0.04% | 192 |
|
|
2022
Q1 | $589K | Buy |
10,560
+2,089
| +25% | +$117K | 0.04% | 191 |
|
|
2021
Q4 | $537K | Buy |
8,471
+719
| +9% | +$45.6K | 0.04% | 200 |
|
|
2021
Q3 | $422K | Hold |
7,752
| – | – | 0.03% | 224 |
|
|
2021
Q2 | $411K | Buy |
7,752
+1,123
| +17% | +$59.5K | 0.03% | 247 |
|
|
2021
Q1 | $343K | Buy |
6,629
+117
| +2% | +$6.05K | 0.03% | 249 |
|
|
2020
Q4 | $291K | Sell |
6,512
-1,335
| -17% | -$59.7K | 0.03% | 275 |
|
|
2020
Q3 | $309K | Buy |
7,847
+652
| +9% | +$25.7K | 0.03% | 257 |
|
|
2020
Q2 | $336K | Sell |
7,195
-274
| -4% | -$12.8K | 0.04% | 219 |
|
|
2020
Q1 | $294K | Buy |
7,469
+279
| +4% | +$11K | 0.04% | 186 |
|
|
2019
Q4 | $345K | Sell |
7,190
-1,164
| -14% | -$55.9K | 0.03% | 210 |
|
|
2019
Q3 | $413K | Buy |
8,354
+1,654
| +25% | +$81.8K | 0.04% | 184 |
|
|
2019
Q2 | $367K | Buy |
6,700
+1,004
| +18% | +$55K | 0.04% | 177 |
|
|
2019
Q1 | $308K | Buy |
5,696
+987
| +21% | +$53.4K | 0.03% | 182 |
|
|
2018
Q4 | $204K | Sell |
4,709
-4,940
| -51% | -$214K | 0.03% | 184 |
|
|
2018
Q3 | $469K | Sell |
9,649
-23
| -0.2% | -$1.12K | 0.05% | 154 |
|
|
2018
Q2 | $416K | Sell |
9,672
-89,058
| -90% | -$3.83M | 0.04% | 143 |
|
|
2018
Q1 | $4.24M | Buy |
98,730
+10,098
| +11% | +$433K | 0.47% | 50 |
|
|
2017
Q4 | $3.4M | Sell |
88,632
-2,623
| -3% | -$100K | 0.4% | 61 |
|
|
2017
Q3 | $3.07M | Sell |
91,255
-8,880
| -9% | -$299K | 0.38% | 61 |
|
|
2017
Q2 | $3.13M | Sell |
100,135
-9,343
| -9% | -$292K | 0.41% | 60 |
|
|
2017
Q1 | $3.7M | Sell |
109,478
-21,998
| -17% | -$743K | 0.51% | 60 |
|
|
2016
Q4 | $3.97M | Buy |
131,476
+34
| +0% | +$1.03K | 0.6% | 56 |
|
|
2016
Q3 | $4.17M | Sell |
131,442
-10,971
| -8% | -$348K | 0.66% | 57 |
|
|
2016
Q2 | $4.09M | Sell |
142,413
-1,869
| -1% | -$53.6K | 0.67% | 63 |
|
|
2016
Q1 | $3.97M | Sell |
144,282
-11,212
| -7% | -$309K | 0.65% | 59 |
|
|
2015
Q4 | $4.22M | Buy |
155,494
+8,825
| +6% | +$240K | 0.7% | 49 |
|
|
2015
Q3 | $4.03M | Hold |
146,669
| – | – | 0.58% | 62 |
|
|
2015
Q2 | $4.03M | Sell |
146,669
-3,548
| -2% | -$97.4K | 0.58% | 62 |
|
|
2015
Q1 | $4.14M | Sell |
150,217
-1,563
| -1% | -$43K | 0.14% | 80 |
|
|
2014
Q4 | $4.22M | Buy |
151,780
+6,325
| +4% | +$176K | 0.2% | 81 |
|
|
2014
Q3 | $3.66M | Sell |
145,455
-1,552
| -1% | -$39.1K | 0.24% | 85 |
|
|
2014
Q2 | $3.65M | Sell |
147,007
-92,745
| -39% | -$2.3M | 0.26% | 83 |
|
|
2014
Q1 | $5.37M | Sell |
239,752
-26,869
| -10% | -$602K | 0.44% | 54 |
|
|
2013
Q4 | $5.98M | Buy |
266,621
+256,710
| +2,590% | +$5.76M | 0.49% | 59 |
|
|
2013
Q3 | $232K | Hold |
9,911
| – | – | 0.02% | 132 |
|
|
2013
Q2 | $241K | Buy |
+9,911
| New | +$241K | 0.02% | 137 |
|