CFA
Cahill Financial Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Sell |
8,486
-202
| -2% | -$14K | 0.07% | 150 |
|
|
2025
Q1 | $536K | Buy |
8,688
+175
| +2% | +$10.8K | 0.07% | 156 |
|
|
2024
Q4 | $504K | Buy |
8,513
+3,942
| +86% | +$233K | 0.07% | 162 |
|
|
2024
Q3 | $243K | Buy |
+4,571
| New | +$243K | 0.03% | 231 |
|
|
2024
Q2 | – | Sell |
-4,230
| Closed | -$211K | – | 263 |
|
|
2024
Q1 | $211K | Buy |
+4,230
| New | +$211K | 0.03% | 250 |
|
|
2023
Q2 | – | Sell |
-4,437
| Closed | -$232K | – | 240 |
|
|
2023
Q1 | $232K | Buy |
+4,437
| New | +$232K | 0.04% | 215 |
|
|
2021
Q4 | – | Sell |
-2,672
| Closed | -$145K | – | 344 |
|
|
2021
Q3 | $145K | Buy |
+2,672
| New | +$145K | 0.03% | 239 |
|
|
2020
Q3 | – | Sell |
-18,722
| Closed | -$874K | – | 167 |
|
|
2020
Q2 | $874K | Buy |
18,722
+23
| +0.1% | +$1.07K | 0.34% | 73 |
|
|
2020
Q1 | $736K | Sell |
18,699
-393
| -2% | -$15.5K | 0.34% | 72 |
|
|
2019
Q4 | $916K | Buy |
19,092
+7
| +0% | +$336 | 0.33% | 78 |
|
|
2019
Q3 | $943K | Buy |
19,085
+254
| +1% | +$12.6K | 0.37% | 75 |
|
|
2019
Q2 | $1.03M | Sell |
18,831
-2,028
| -10% | -$111K | 0.41% | 67 |
|
|
2019
Q1 | $1.13M | Sell |
20,859
-2,378
| -10% | -$128K | 0.47% | 60 |
|
|
2018
Q4 | $1.01M | Sell |
23,237
-1,201
| -5% | -$52K | 0.5% | 55 |
|
|
2018
Q3 | $1.19M | Sell |
24,438
-974
| -4% | -$47.4K | 0.52% | 53 |
|
|
2018
Q2 | $1.09M | Buy |
25,412
+2,309
| +10% | +$99.4K | 0.5% | 54 |
|
|
2018
Q1 | $991K | Buy |
23,103
+4,000
| +21% | +$172K | 0.47% | 56 |
|
|
2017
Q4 | $732K | Sell |
19,103
-137
| -0.7% | -$5.25K | 0.37% | 72 |
|
|
2017
Q3 | $648K | Buy |
19,240
+1,102
| +6% | +$37.1K | 0.34% | 74 |
|
|
2017
Q2 | $568K | Buy |
18,138
+2
| +0% | +$63 | 0.31% | 76 |
|
|
2017
Q1 | $614K | Buy |
18,136
+2
| +0% | +$68 | 0.35% | 72 |
|
|
2016
Q4 | $549K | Buy |
18,134
+2,302
| +15% | +$69.7K | 0.33% | 71 |
|
|
2016
Q3 | $503K | Buy |
15,832
+5,435
| +52% | +$173K | 0.33% | 75 |
|
|
2016
Q2 | $299K | Sell |
10,397
-168
| -2% | -$4.83K | 0.21% | 98 |
|
|
2016
Q1 | $301K | Buy |
10,565
+1,922
| +22% | +$54.8K | 0.23% | 89 |
|
|
2015
Q4 | $235K | Sell |
8,643
-1,603
| -16% | -$43.6K | 0.19% | 96 |
|
|
2015
Q3 | $269K | Buy |
10,246
+251
| +3% | +$6.59K | 0.22% | 88 |
|
|
2015
Q2 | $275K | Sell |
9,995
-798
| -7% | -$22K | 0.21% | 88 |
|
|
2015
Q1 | $298K | Buy |
+10,793
| New | +$298K | 0.23% | 84 |
|