BWA
Burt Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$16.9K | 0.09% | 79 |
|
|
2023
Q2 | $312K | Hold |
6,028
| – | – | 0.09% | 80 |
|
|
2023
Q1 | $315K | Buy |
6,028
+316
| +6% | +$16.5K | 0.1% | 81 |
|
|
2022
Q4 | $272K | Buy |
5,712
+315
| +6% | +$15K | 0.09% | 87 |
|
|
2022
Q3 | $216K | Buy |
5,397
+96
| +2% | +$3.84K | 0.09% | 83 |
|
|
2022
Q2 | $226K | Buy |
5,301
+118
| +2% | +$5.03K | 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% | -$46.5K | 0.1% | 76 |
|
|
2020
Q4 | $272K | Hold |
6,083
| – | – | 0.09% | 72 |
|
|
2020
Q3 | $240K | Buy |
6,083
+179
| +3% | +$7.06K | 0.09% | 71 |
|
|
2020
Q2 | $275K | Buy |
5,904
+121
| +2% | +$5.64K | 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% | +$58.6K | 0.12% | 70 |
|
|
2018
Q3 | $216K | Hold |
4,433
| – | – | 0.1% | 77 |
|
|
2018
Q2 | $191K | Sell |
4,433
-337
| -7% | -$14.5K | 0.09% | 81 |
|
|
2018
Q1 | $205K | Hold |
4,770
| – | – | 0.1% | 71 |
|
|
2017
Q4 | $183K | Buy |
4,770
+1,850
| +63% | +$71K | 0.11% | 80 |
|
|
2017
Q3 | $98K | Buy |
2,920
+286
| +11% | +$9.6K | 0.06% | 126 |
|
|
2017
Q2 | $82K | Hold |
2,634
| – | – | 0.06% | 135 |
|
|
2017
Q1 | $89K | Buy |
2,634
+137
| +5% | +$4.63K | 0.06% | 122 |
|
|
2016
Q4 | $75K | Buy |
2,497
+600
| +32% | +$18K | 0.07% | 133 |
|
|
2016
Q3 | $60K | Hold |
1,897
| – | – | 0.06% | 144 |
|
|
2016
Q2 | $54K | Sell |
1,897
-638
| -25% | -$18.2K | 0.06% | 147 |
|
|
2016
Q1 | $72K | Buy |
2,535
+38
| +2% | +$1.08K | 0.07% | 138 |
|
|
2015
Q4 | $68K | Sell |
2,497
-100
| -4% | -$2.72K | 0.05% | 128 |
|
|
2015
Q3 | $68K | Hold |
2,597
| – | – | 0.08% | 114 |
|
|
2015
Q2 | $71K | Sell |
2,597
-2,000
| -44% | -$54.7K | 0.08% | 126 |
|
|
2015
Q1 | $127K | Sell |
4,597
-540
| -11% | -$14.9K | 0.13% | 76 |
|
|
2014
Q4 | $143K | Buy |
+5,137
| New | +$143K | 0.15% | 70 |
|