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Bernardo Wealth Planning’s Cisco CSCO Stock Holding History

Bernardo Wealth Planning’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
2023
Q2 		– Sell
-4,143
Closed -$217K – 93
2023
Q1 		$217K Buy
+4,143
New +$202K 0.09% 80
2021
Q1 		– Sell
-15,939
Closed -$713K – 95
2020
Q4 		$713K Buy
15,939
+328
+2% +$13.5K 0.28% 75
2020
Q3 		$614K Buy
15,611
+715
+5% +$31.2K 0.28% 74
2020
Q2 		$694K Buy
14,896
+582
+4% +$25.5K 0.37% 54
2020
Q1 		$562K Buy
14,314
+471
+3% +$20.7K 0.39% 63
2019
Q4 		$663K Buy
13,843
+93
+0.7% +$4.32K 0.4% 57
2019
Q3 		$679K Sell
13,750
-280
-2% -$14.6K 0.49% 45
2019
Q2 		$768K Sell
14,030
-86
-0.6% -$4.75K 0.6% 41
2019
Q1 		$762K Sell
14,116
-92
-0.6% -$4.47K 0.6% 42
2018
Q4 		$616K Buy
+14,208
New +$650K 0.54% 43

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return