BWP
BSW Wealth Partners’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Sell |
8,196
-452
| -5% | -$31.4K | 0.08% | 143 |
|
|
2025
Q1 | $534K | Buy |
8,648
+1,776
| +26% | +$110K | 0.08% | 146 |
|
|
2024
Q4 | $407K | Sell |
6,872
-7
| -0.1% | -$414 | 0.06% | 188 |
|
|
2024
Q3 | $366K | Buy |
6,879
+290
| +4% | +$15.4K | 0.05% | 194 |
|
|
2024
Q2 | $313K | Buy |
6,589
+250
| +4% | +$11.9K | 0.05% | 201 |
|
|
2024
Q1 | $316K | Sell |
6,339
-39
| -0.6% | -$1.95K | 0.05% | 214 |
|
|
2023
Q4 | $322K | Sell |
6,378
-889
| -12% | -$44.9K | 0.06% | 195 |
|
|
2023
Q3 | $391K | Sell |
7,267
-474
| -6% | -$25.5K | 0.09% | 135 |
|
|
2023
Q2 | $401K | Sell |
7,741
-45
| -0.6% | -$2.33K | 0.08% | 136 |
|
|
2023
Q1 | $407K | Buy |
7,786
+16
| +0.2% | +$836 | 0.08% | 170 |
|
|
2022
Q4 | $370K | Buy |
7,770
+2,221
| +40% | +$106K | 0.08% | 179 |
|
|
2022
Q3 | $222K | Buy |
5,549
+64
| +1% | +$2.56K | 0.05% | 242 |
|
|
2022
Q2 | $234K | Buy |
5,485
+702
| +15% | +$29.9K | 0.06% | 229 |
|
|
2022
Q1 | $267K | Sell |
4,783
-130
| -3% | -$7.26K | 0.07% | 222 |
|
|
2021
Q4 | $311K | Buy |
4,913
+518
| +12% | +$32.8K | 0.08% | 192 |
|
|
2021
Q3 | $239K | Sell |
4,395
-6,077
| -58% | -$330K | 0.07% | 217 |
|
|
2021
Q2 | $555K | Sell |
10,472
-2,784
| -21% | -$148K | 0.15% | 94 |
|
|
2021
Q1 | $685K | Buy |
13,256
+865
| +7% | +$44.7K | 0.2% | 64 |
|
|
2020
Q4 | $554K | Buy |
12,391
+3,971
| +47% | +$178K | 0.17% | 77 |
|
|
2020
Q3 | $332K | Sell |
8,420
-276
| -3% | -$10.9K | 0.12% | 96 |
|
|
2020
Q2 | $406K | Buy |
8,696
+1,069
| +14% | +$49.9K | 0.14% | 76 |
|
|
2020
Q1 | $300K | Buy |
7,627
+710
| +10% | +$27.9K | 0.12% | 81 |
|
|
2019
Q4 | $332K | Buy |
6,917
+209
| +3% | +$10K | 0.11% | 88 |
|
|
2019
Q3 | $331K | Buy |
6,708
+1,596
| +31% | +$78.8K | 0.13% | 70 |
|
|
2019
Q2 | $280K | Buy |
+5,112
| New | +$280K | 0.11% | 81 |
|