Bellwether Advisors’s Cisco CSCO Stock Holding History

Bellwether Advisors’s Portfolio CSCO Stock Details CSCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,357	Closed	-$94.1K	–	231
2025 Q2	$94.1K	Hold	1,357	–	–	0.02%	176
2025 Q1	$83.7K	Hold	1,357	–	–	0.02%	187
2024 Q4	$80.3K	Buy	+1,357	New	+$77.5K	0.01%	194
2023 Q2	–	Sell	-23	Closed	-$1.2K	–	165
2023 Q1	$1.2K	Sell	23 -113	-83%	-$5.52K	﹤0.01%	362
2022 Q4	$6.48K	Sell	136 -182	-57%	-$8.28K	﹤0.01%	297
2022 Q3	$12K	Buy	318 +130	+69%	+$5.77K	﹤0.01%	249
2022 Q2	$8K	Sell	188 -165	-47%	-$7.9K	﹤0.01%	256
2022 Q1	$19K	Hold	353	–	–	0.01%	258
2021 Q4	$22K	Hold	353	–	–	0.01%	263
2021 Q3	$19K	Buy	353 +165	+88%	+$9.26K	0.01%	252
2021 Q2	$9K	Hold	188	–	–	﹤0.01%	271
2021 Q1	$9K	Buy	188 +169	+889%	+$7.93K	﹤0.01%	255
2020 Q4	$0	Buy	+19	New	+$781	﹤0.01%	323

Other funds holding CSCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return