Caldwell Trust’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 | $5.01M | Sell |
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|
2025
Q2 | $5.13M | Sell |
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|
2025
Q1 | $4.68M | Sell |
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|
2024
Q4 | $4.49M | Sell |
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|
2024
Q3 | $4.1M | Sell |
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|
2024
Q2 | $4.02M | Buy |
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|
2024
Q1 | $4.19M | Sell |
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|
2023
Q4 | $4.32M | Sell |
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|
2023
Q3 | $4.72M | Sell |
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|
2023
Q2 | $4.57M | Sell |
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|
2023
Q1 | $4.97M | Sell |
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|
2022
Q4 | $4.68M | Sell |
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|
2022
Q3 | $3.99M | Sell |
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|
2022
Q2 | $4.38M | Buy |
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|
2022
Q1 | $5.7M | Buy |
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|
2021
Q4 | $6.47M | Sell |
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|
2021
Q3 | $5.66M | Buy |
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|
2021
Q2 | $5.3M | Sell |
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|
2021
Q1 | $5.25M | Buy |
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|
2020
Q4 | $4.35M | Sell |
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|
2020
Q3 | $4.05M | Sell |
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|
2020
Q2 | $5.34M | Sell |
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|
2020
Q1 | $4.64M | Sell |
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|
2019
Q4 | $5.95M | Buy |
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