Burt Wealth Advisors’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $386K | Sell |
5,641
-72
| -1% | -$4.91K | 0.09% | 85 |
|
|
2025
Q2 | $396K | Hold |
5,713
| – | – | 0.09% | 82 |
|
|
2025
Q1 | $353K | Hold |
5,713
| – | – | 0.09% | 80 |
|
|
2024
Q4 | $338K | Hold |
5,713
| – | – | 0.09% | 86 |
|
|
2024
Q3 | $304K | Hold |
5,713
| – | – | 0.07% | 92 |
|
|
2024
Q2 | $271K | Hold |
5,713
| – | – | 0.07% | 96 |
|
|
2024
Q1 | $285K | Hold |
5,713
| – | – | 0.07% | 95 |
|
|
2023
Q4 | $289K | Hold |
5,713
| – | – | 0.08% | 87 |
|
|
2023
Q3 | $307K | Sell |
5,713
-315
| -5% | -$17K | 0.09% | 79 |
|
|
2023
Q2 | $312K | Hold |
6,028
| – | – | 0.09% | 80 |
|
|
2023
Q1 | $315K | Buy |
6,028
+316
| +6% | +$15.4K | 0.1% | 81 |
|
|
2022
Q4 | $272K | Buy |
5,712
+315
| +6% | +$14.3K | 0.09% | 87 |
|
|
2022
Q3 | $216K | Buy |
5,397
+96
| +2% | +$4.26K | 0.09% | 83 |
|
|
2022
Q2 | $226K | Buy |
5,301
+118
| +2% | +$5.65K | 0.08% | 83 |
|
|
2022
Q1 | $289K | Hold |
5,183
| – | – | 0.09% | 75 |
|
|
2021
Q4 | $328K | Hold |
5,183
| – | – | 0.11% | 67 |
|
|
2021
Q3 | $282K | Hold |
5,183
| – | – | 0.09% | 77 |
|
|
2021
Q2 | $275K | Hold |
5,183
| – | – | 0.1% | 73 |
|
|
2021
Q1 | $268K | Sell |
5,183
-900
| -15% | -$42.2K | 0.1% | 76 |
|
|
2020
Q4 | $272K | Hold |
6,083
| – | – | 0.09% | 72 |
|
|
2020
Q3 | $240K | Buy |
6,083
+179
| +3% | +$7.8K | 0.09% | 71 |
|
|
2020
Q2 | $275K | Buy |
5,904
+121
| +2% | +$5.31K | 0.11% | 64 |
|
|
2020
Q1 | $227K | Hold |
5,783
| – | – | 0.1% | 70 |
|
|
2019
Q4 | $277K | Hold |
5,783
| – | – | 0.11% | 65 |
|
|
2019
Q3 | $286K | Hold |
5,783
| – | – | 0.12% | 64 |
|
|
2019
Q2 | $317K | Hold |
5,783
| – | – | 0.14% | 59 |
|
|
2019
Q1 | $312K | Hold |
5,783
| – | – | 0.14% | 58 |
|
|
2018
Q4 | $251K | Buy |
5,783
+1,350
| +30% | +$61.8K | 0.12% | 70 |
|
|
2018
Q3 | $216K | Hold |
4,433
| – | – | 0.1% | 77 |
|
|
2018
Q2 | $191K | Sell |
4,433
-337
| -7% | -$14.7K | 0.09% | 81 |
|
|
2018
Q1 | $205K | Hold |
4,770
| – | – | 0.1% | 71 |
|
|
2017
Q4 | $183K | Buy |
4,770
+1,850
| +63% | +$66.1K | 0.11% | 80 |
|
|
2017
Q3 | $98K | Buy |
2,920
+286
| +11% | +$9.1K | 0.06% | 126 |
|
|
2017
Q2 | $82K | Hold |
2,634
| – | – | 0.06% | 135 |
|
|
2017
Q1 | $89K | Buy |
2,634
+137
| +5% | +$4.44K | 0.06% | 122 |
|
|
2016
Q4 | $75K | Buy |
2,497
+600
| +32% | +$18.3K | 0.07% | 133 |
|
|
2016
Q3 | $60K | Hold |
1,897
| – | – | 0.06% | 144 |
|
|
2016
Q2 | $54K | Sell |
1,897
-638
| -25% | -$17.9K | 0.06% | 147 |
|
|
2016
Q1 | $72K | Buy |
2,535
+38
| +2% | +$978 | 0.07% | 138 |
|
|
2015
Q4 | $68K | Sell |
2,497
-100
| -4% | -$2.76K | 0.05% | 128 |
|
|
2015
Q3 | $68K | Hold |
2,597
| – | – | 0.08% | 114 |
|
|
2015
Q2 | $71K | Sell |
2,597
-2,000
| -44% | -$57.4K | 0.08% | 126 |
|
|
2015
Q1 | $127K | Sell |
4,597
-540
| -11% | -$15.2K | 0.13% | 76 |
|
|
2014
Q4 | $143K | Buy |
+5,137
| New | +$133K | 0.15% | 70 |
|
Other funds holding CSCO
Burt Wealth Advisors's CSCO Position: Q3 2025 in Review
Burt Wealth Advisors reduced its Cisco (CSCO) stake by 1.3% in Q3 2025, selling an estimated $4.91K and leaving 5,641 shares worth $386K. The position accounts for 0.09% of the portfolio, ranked #85.
Burt Wealth Advisors first reported a position in CSCO in Q4 2014 and has held it in 44 quarters since. The position peaked at $396K in Q2 2025. 3,448 funds tracked by Wall St. Rank hold CSCO as of Q3 2025.
- Burt Wealth Advisors held 5,641 shares of Cisco worth $386K as of Q3 2025.
- Burt Wealth Advisors sold 72 Cisco shares in Q3 2025, an estimated $4.91K.
- Cisco made up 0.09% of Burt Wealth Advisors's portfolio in Q3 2025, its #85 holding.
- Burt Wealth Advisors first reported a position in Cisco in Q4 2014 and has held it in 44 quarters since.
- Burt Wealth Advisors's Cisco position peaked at $396K in Q2 2025.
- 3,448 funds tracked by Wall St. Rank held Cisco as of Q3 2025.
Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.