BCM
Birch Capital Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.33M | Hold |
62,465
| – | – | 2.22% | 19 |
|
|
2025
Q1 | $3.85M | Sell |
62,465
-3,578
| -5% | -$221K | 2% | 20 |
|
|
2024
Q4 | $3.91M | Buy |
66,043
+212
| +0.3% | +$12.6K | 1.97% | 20 |
|
|
2024
Q3 | $3.5M | Sell |
65,831
-795
| -1% | -$42.3K | 1.71% | 21 |
|
|
2024
Q2 | $3.17M | Sell |
66,626
-426
| -0.6% | -$20.2K | 1.65% | 20 |
|
|
2024
Q1 | $3.35M | Sell |
67,052
-3,080
| -4% | -$154K | 1.74% | 18 |
|
|
2023
Q4 | $3.54M | Sell |
70,132
-1,397
| -2% | -$70.6K | 2.03% | 18 |
|
|
2023
Q3 | $3.85M | Buy |
71,529
+3,394
| +5% | +$182K | 2.43% | 14 |
|
|
2023
Q2 | $3.53M | Buy |
68,135
+3,430
| +5% | +$177K | 2.14% | 16 |
|
|
2023
Q1 | $3.38M | Buy |
64,705
+21,935
| +51% | +$1.15M | 2.18% | 14 |
|
|
2022
Q4 | $2.04M | Buy |
42,770
+41,132
| +2,511% | +$1.96M | 1.4% | 24 |
|
|
2022
Q3 | $65.5K | Hold |
1,638
| – | – | 0.05% | 70 |
|
|
2022
Q2 | $69.8K | Hold |
1,638
| – | – | 0.05% | 71 |
|
|
2022
Q1 | $91K | Hold |
1,638
| – | – | 0.06% | 72 |
|
|
2021
Q4 | $104K | Hold |
1,638
| – | – | 0.06% | 72 |
|
|
2021
Q3 | $89K | Hold |
1,638
| – | – | 0.06% | 72 |
|
|
2021
Q2 | $87K | Sell |
1,638
-114
| -7% | -$6.06K | 0.06% | 72 |
|
|
2021
Q1 | $91K | Sell |
1,752
-213
| -11% | -$11.1K | 0.07% | 70 |
|
|
2020
Q4 | $88K | Hold |
1,965
| – | – | 0.07% | 70 |
|
|
2020
Q3 | $77K | Hold |
1,965
| – | – | 0.07% | 67 |
|
|
2020
Q2 | $92K | Hold |
1,965
| – | – | 0.09% | 67 |
|
|
2020
Q1 | $77K | Hold |
1,965
| – | – | 0.09% | 62 |
|
|
2019
Q4 | $94K | Buy |
+1,965
| New | +$94K | 0.09% | 63 |
|