Beta Wealth Group’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $641K | Sell |
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|
2025
Q1 | $588K | Buy |
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|
2024
Q4 | $552K | Buy |
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|
2024
Q3 | $485K | Buy |
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|
2024
Q2 | $414K | Buy |
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|
2024
Q1 | $425K | Buy |
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|
2023
Q4 | $425K | Sell |
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|
2023
Q3 | $457K | Buy |
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|
2023
Q2 | $290K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $267K | Buy |
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|
2022
Q3 | $208K | Sell |
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|
2022
Q2 | $277K | Hold |
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|
2022
Q1 | $362K | Buy |
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