BWM
Buckley Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.14M | Sell |
131,668
-1,951
| -1% | -$135K | 2.73% | 12 |
|
|
2025
Q1 | $8.25M | Sell |
133,619
-13,618
| -9% | -$840K | 2.57% | 13 |
|
|
2024
Q4 | $8.72M | Sell |
147,237
-3,805
| -3% | -$225K | 2.67% | 13 |
|
|
2024
Q3 | $8.04M | Sell |
151,042
-8,479
| -5% | -$451K | 2.48% | 13 |
|
|
2024
Q2 | $7.58M | Sell |
159,521
-1,994
| -1% | -$94.7K | 2.4% | 14 |
|
|
2024
Q1 | $8.06M | Sell |
161,515
-3,115
| -2% | -$155K | 2.58% | 12 |
|
|
2023
Q4 | $8.32M | Buy |
164,630
+4,890
| +3% | +$247K | 2.89% | 11 |
|
|
2023
Q3 | $8.59M | Sell |
159,740
-11,124
| -7% | -$598K | 3.21% | 9 |
|
|
2023
Q2 | $8.84M | Sell |
170,864
-3,554
| -2% | -$184K | 3.01% | 10 |
|
|
2023
Q1 | $9.12M | Sell |
174,418
-6,767
| -4% | -$354K | 3.36% | 6 |
|
|
2022
Q4 | $8.63M | Sell |
181,185
-6,281
| -3% | -$299K | 3.14% | 8 |
|
|
2022
Q3 | $7.5M | Sell |
187,466
-1,805
| -1% | -$72.2K | 2.76% | 11 |
|
|
2022
Q2 | $8.07M | Buy |
189,271
+12,154
| +7% | +$518K | 2.6% | 11 |
|
|
2022
Q1 | $9.88M | Buy |
177,117
+13,759
| +8% | +$767K | 2.67% | 9 |
|
|
2021
Q4 | $10.4M | Sell |
163,358
-6,486
| -4% | -$411K | 3.02% | 9 |
|
|
2021
Q3 | $9.25M | Buy |
169,844
+4,143
| +3% | +$226K | 2.99% | 10 |
|
|
2021
Q2 | $8.78M | Sell |
165,701
-2,345
| -1% | -$124K | 3.01% | 9 |
|
|
2021
Q1 | $8.69M | Sell |
168,046
-633
| -0.4% | -$32.7K | 3.22% | 8 |
|
|
2020
Q4 | $7.55M | Sell |
168,679
-1,362
| -0.8% | -$60.9K | 3.1% | 7 |
|
|
2020
Q3 | $6.7M | Buy |
170,041
+17,048
| +11% | +$672K | 3.01% | 9 |
|
|
2020
Q2 | $7.14M | Buy |
152,993
+1,137
| +0.7% | +$53K | 3.24% | 6 |
|
|
2020
Q1 | $5.97M | Buy |
151,856
+5,766
| +4% | +$227K | 3.24% | 7 |
|
|
2019
Q4 | $7.01M | Buy |
146,090
+21,360
| +17% | +$1.02M | 3.18% | 8 |
|
|
2019
Q3 | $6.16M | Sell |
124,730
-5,091
| -4% | -$252K | 3.02% | 10 |
|
|
2019
Q2 | $7.11M | Sell |
129,821
-4,927
| -4% | -$270K | 3.33% | 7 |
|
|
2019
Q1 | $7.28M | Sell |
134,748
-1,432
| -1% | -$77.3K | 3.45% | 7 |
|
|
2018
Q4 | $5.9M | Sell |
136,180
-1,061
| -0.8% | -$46K | 3.04% | 10 |
|
|
2018
Q3 | $6.68M | Buy |
137,241
+2,852
| +2% | +$139K | 2.92% | 9 |
|
|
2018
Q2 | $5.78M | Sell |
134,389
-1,532
| -1% | -$65.9K | 2.73% | 9 |
|
|
2018
Q1 | $5.83M | Buy |
135,921
+1,726
| +1% | +$74K | 2.88% | 8 |
|
|
2017
Q4 | $5.14M | Buy |
+134,195
| New | +$5.14M | 2.58% | 10 |
|