Blue Bell Private Wealth Management’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Buy |
5,135
+2,255
| +78% | +$156K | 0.06% | 170 |
|
|
2025
Q1 | $178K | Buy |
2,880
+1,558
| +118% | +$96.2K | 0.03% | 234 |
|
|
2024
Q4 | $78.2K | Buy |
1,322
+22
| +2% | +$1.3K | 0.01% | 307 |
|
|
2024
Q3 | $69.2K | Sell |
1,300
-1,163
| -47% | -$61.9K | 0.01% | 323 |
|
|
2024
Q2 | $117K | Buy |
2,463
+168
| +7% | +$7.98K | 0.02% | 260 |
|
|
2024
Q1 | $115K | Sell |
2,295
-63
| -3% | -$3.14K | 0.02% | 252 |
|
|
2023
Q4 | $119K | Buy |
2,358
+546
| +30% | +$27.6K | 0.03% | 214 |
|
|
2023
Q3 | $97.4K | Buy |
1,812
+38
| +2% | +$2.04K | 0.03% | 203 |
|
|
2023
Q2 | $91.8K | Buy |
1,774
+121
| +7% | +$6.26K | 0.02% | 203 |
|
|
2023
Q1 | $86.4K | Sell |
1,653
-166
| -9% | -$8.68K | 0.03% | 187 |
|
|
2022
Q4 | $86.7K | Hold |
1,819
| – | – | 0.03% | 175 |
|
|
2022
Q3 | $73K | Sell |
1,819
-35
| -2% | -$1.41K | 0.03% | 184 |
|
|
2022
Q2 | $79K | Buy |
1,854
+35
| +2% | +$1.49K | 0.03% | 179 |
|
|
2022
Q1 | $101K | Buy |
1,819
+10
| +0.6% | +$555 | 0.03% | 163 |
|
|
2021
Q4 | $115K | Buy |
+1,809
| New | +$115K | 0.03% | 151 |
|
|
2016
Q4 | – | Sell |
-2,439
| Closed | -$78K | – | 291 |
|
|
2016
Q3 | $78K | Buy |
2,439
+300
| +14% | +$9.59K | 0.05% | 157 |
|
|
2016
Q2 | $62K | Sell |
2,139
-2,300
| -52% | -$66.7K | 0.04% | 184 |
|
|
2016
Q1 | $126K | Buy |
4,439
+2,032
| +84% | +$57.7K | 0.09% | 126 |
|
|
2015
Q4 | $65K | Hold |
2,407
| – | – | 0.04% | 186 |
|
|
2015
Q3 | $63K | Hold |
2,407
| – | – | 0.04% | 188 |
|
|
2015
Q2 | $66K | Hold |
2,407
| – | – | 0.04% | 190 |
|
|
2015
Q1 | $66K | Sell |
2,407
-1,800
| -43% | -$49.4K | 0.04% | 189 |
|
|
2014
Q4 | $117K | Buy |
4,207
+2,300
| +121% | +$64K | 0.07% | 138 |
|
|
2014
Q3 | $48K | Hold |
1,907
| – | – | 0.03% | 236 |
|
|
2014
Q2 | $47K | Buy |
1,907
+51
| +3% | +$1.26K | 0.03% | 223 |
|
|
2014
Q1 | $42K | Sell |
1,856
-370
| -17% | -$8.37K | 0.03% | 207 |
|
|
2013
Q4 | $50K | Buy |
+2,226
| New | +$50K | 0.04% | 190 |
|