BFIM
Beese Fulmer Investment Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
20,472
+7,311
| +56% | +$507K | 0.11% | 121 |
|
|
2025
Q1 | $812K | Buy |
13,161
+1,144
| +10% | +$70.6K | 0.07% | 131 |
|
|
2024
Q4 | $711K | Hold |
12,017
| – | – | 0.06% | 133 |
|
|
2024
Q3 | $640K | Sell |
12,017
-300
| -2% | -$16K | 0.05% | 138 |
|
|
2024
Q2 | $585K | Sell |
12,317
-15,156
| -55% | -$720K | 0.05% | 140 |
|
|
2024
Q1 | $1.37M | Sell |
27,473
-4,568
| -14% | -$228K | 0.13% | 106 |
|
|
2023
Q4 | $1.62M | Sell |
32,041
-1,135
| -3% | -$57.3K | 0.17% | 95 |
|
|
2023
Q3 | $1.78M | Sell |
33,176
-640
| -2% | -$34.4K | 0.2% | 92 |
|
|
2023
Q2 | $1.75M | Sell |
33,816
-257
| -0.8% | -$13.3K | 0.19% | 97 |
|
|
2023
Q1 | $1.78M | Sell |
34,073
-37,276
| -52% | -$1.95M | 0.2% | 95 |
|
|
2022
Q4 | $3.4M | Buy |
71,349
+859
| +1% | +$40.9K | 0.41% | 66 |
|
|
2022
Q3 | $2.82M | Sell |
70,490
-4,829
| -6% | -$193K | 0.38% | 71 |
|
|
2022
Q2 | $3.21M | Sell |
75,319
-2,509
| -3% | -$107K | 0.41% | 67 |
|
|
2022
Q1 | $4.34M | Sell |
77,828
-504
| -0.6% | -$28.1K | 0.47% | 60 |
|
|
2021
Q4 | $4.96M | Sell |
78,332
-3,093
| -4% | -$196K | 0.52% | 56 |
|
|
2021
Q3 | $4.43M | Sell |
81,425
-2,434
| -3% | -$132K | 0.5% | 59 |
|
|
2021
Q2 | $4.45M | Sell |
83,859
-9,116
| -10% | -$483K | 0.5% | 58 |
|
|
2021
Q1 | $4.81M | Sell |
92,975
-16,542
| -15% | -$855K | 0.58% | 56 |
|
|
2020
Q4 | $4.9M | Sell |
109,517
-27,547
| -20% | -$1.23M | 0.63% | 53 |
|
|
2020
Q3 | $5.4M | Sell |
137,064
-10,178
| -7% | -$401K | 0.76% | 47 |
|
|
2020
Q2 | $6.87M | Sell |
147,242
-1,185
| -0.8% | -$55.3K | 1.01% | 32 |
|
|
2020
Q1 | $5.84M | Buy |
148,427
+3,598
| +2% | +$141K | 1.03% | 34 |
|
|
2019
Q4 | $6.95M | Sell |
144,829
-3,259
| -2% | -$156K | 0.97% | 37 |
|
|
2019
Q3 | $7.32M | Buy |
148,088
+19,379
| +15% | +$958K | 1.1% | 32 |
|
|
2019
Q2 | $7.04M | Buy |
128,709
+3,165
| +3% | +$173K | 1.33% | 24 |
|
|
2019
Q1 | $6.78M | Buy |
125,544
+108,420
| +633% | +$5.85M | 1.34% | 26 |
|
|
2018
Q4 | $742K | Buy |
17,124
+156
| +0.9% | +$6.76K | 0.17% | 99 |
|
|
2018
Q3 | $825K | Hold |
16,968
| – | – | 0.16% | 102 |
|
|
2018
Q2 | $730K | Buy |
16,968
+1,000
| +6% | +$43K | 0.15% | 101 |
|
|
2018
Q1 | $685K | Buy |
15,968
+6,210
| +64% | +$266K | 0.15% | 104 |
|
|
2017
Q4 | $374K | Sell |
9,758
-858
| -8% | -$32.9K | 0.08% | 121 |
|
|
2017
Q3 | $357K | Buy |
10,616
+850
| +9% | +$28.6K | 0.08% | 120 |
|
|
2017
Q2 | $306K | Hold |
9,766
| – | – | 0.07% | 126 |
|
|
2017
Q1 | $330K | Sell |
9,766
-250
| -2% | -$8.45K | 0.08% | 122 |
|
|
2016
Q4 | $303K | Sell |
10,016
-1,400
| -12% | -$42.4K | 0.08% | 128 |
|
|
2016
Q3 | $362K | Buy |
11,416
+2,411
| +27% | +$76.5K | 0.1% | 116 |
|
|
2016
Q2 | $258K | Buy |
9,005
+197
| +2% | +$5.64K | 0.07% | 131 |
|
|
2016
Q1 | $244K | Buy |
8,808
+735
| +9% | +$20.4K | 0.07% | 131 |
|
|
2015
Q4 | $219K | Sell |
8,073
-625
| -7% | -$17K | 0.07% | 135 |
|
|
2015
Q3 | $228K | Buy |
+8,698
| New | +$228K | 0.08% | 127 |
|
|
2013
Q3 | – | Sell |
-8,673
| Closed | -$211K | – | 147 |
|
|
2013
Q2 | $211K | Buy |
+8,673
| New | +$211K | 0.09% | 122 |
|