BWA
Bordeaux Wealth Advisors’s Cisco CSCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $761K | Sell |
10,973
-139
| -1% | -$9.64K | 0.1% | 71 |
|
2025
Q1 | $686K | Sell |
11,112
-98
| -0.9% | -$6.05K | 0.13% | 73 |
|
2024
Q4 | $664K | Sell |
11,210
-1,493
| -12% | -$88.4K | 0.11% | 72 |
|
2024
Q3 | $676K | Buy |
12,703
+1,788
| +16% | +$95.2K | 0.12% | 73 |
|
2024
Q2 | $519K | Buy |
10,915
+1,476
| +16% | +$70.1K | 0.1% | 80 |
|
2024
Q1 | $471K | Sell |
9,439
-2,931
| -24% | -$146K | 0.16% | 60 |
|
2023
Q4 | $625K | Buy |
12,370
+1,801
| +17% | +$91K | 0.21% | 50 |
|
2023
Q3 | $568K | Buy |
10,569
+86
| +0.8% | +$4.62K | 0.23% | 50 |
|
2023
Q2 | $542K | Buy |
+10,483
| New | +$542K | 0.22% | 52 |
|