BWM
BigSur Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Hold |
7,500
| – | – | 0.13% | 119 |
|
|
2025
Q1 | $463K | Sell |
7,500
-12,500
| -63% | -$771K | 0.13% | 121 |
|
|
2024
Q4 | $1.18M | Hold |
20,000
| – | – | 0.34% | 78 |
|
|
2024
Q3 | $1.06M | Hold |
20,000
| – | – | 0.29% | 82 |
|
|
2024
Q2 | $950K | Hold |
20,000
| – | – | 0.29% | 81 |
|
|
2024
Q1 | $998K | Buy |
+20,000
| New | +$998K | 0.31% | 84 |
|
|
2020
Q3 | – | Sell |
-6,671
| Closed | -$311K | – | 105 |
|
|
2020
Q2 | $311K | Sell |
6,671
-4,771
| -42% | -$222K | 0.22% | 75 |
|
|
2020
Q1 | $450K | Sell |
11,442
-1,558
| -12% | -$61.3K | 0.34% | 59 |
|
|
2019
Q4 | $623K | Hold |
13,000
| – | – | 0.35% | 57 |
|
|
2019
Q3 | $642K | Buy |
13,000
+8,000
| +160% | +$395K | 0.43% | 53 |
|
|
2019
Q2 | $274K | Hold |
5,000
| – | – | 0.19% | 82 |
|
|
2019
Q1 | $270K | Hold |
5,000
| – | – | 0.18% | 88 |
|
|
2018
Q4 | $217K | Hold |
5,000
| – | – | 0.15% | 89 |
|
|
2018
Q3 | $243K | Buy |
+5,000
| New | +$243K | 0.15% | 90 |
|