Caldwell Trust’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.13M | Sell |
73,894
-1,939
|
|
||||
|
2025
Q1 | $4.68M | Sell |
75,833
-89
|
|
||||
|
2024
Q4 | $4.49M | Sell |
75,922
-1,155
|
|
||||
|
2024
Q3 | $4.1M | Sell |
77,077
-7,502
|
|
||||
|
2024
Q2 | $4.02M | Buy |
84,579
+682
|
|
||||
|
2024
Q1 | $4.19M | Sell |
83,897
-1,647
|
|
||||
|
2023
Q4 | $4.32M | Sell |
85,544
-2,272
|
|
||||
|
2023
Q3 | $4.72M | Sell |
87,816
-594
|
|
||||
|
2023
Q2 | $4.57M | Sell |
88,410
-6,690
|
|
||||
|
2023
Q1 | $4.97M | Sell |
95,100
-3,191
|
|
||||
|
2022
Q4 | $4.68M | Sell |
98,291
-1,423
|
|
||||
|
2022
Q3 | $3.99M | Sell |
99,714
-2,998
|
|
||||
|
2022
Q2 | $4.38M | Buy |
102,712
+528
|
|
||||
|
2022
Q1 | $5.7M | Buy |
102,184
+52
|
|
||||
|
2021
Q4 | $6.47M | Sell |
102,132
-1,877
|
|
||||
|
2021
Q3 | $5.66M | Buy |
104,009
+4,062
|
|
||||
|
2021
Q2 | $5.3M | Sell |
99,947
-1,601
|
|
||||
|
2021
Q1 | $5.25M | Buy |
101,548
+4,419
|
|
||||
|
2020
Q4 | $4.35M | Sell |
97,129
-5,781
|
|
||||
|
2020
Q3 | $4.05M | Sell |
102,910
-11,566
|
|
||||
|
2020
Q2 | $5.34M | Sell |
114,476
-3,570
|
|
||||
|
2020
Q1 | $4.64M | Sell |
118,046
-6,059
|
|
||||
|
2019
Q4 | $5.95M | Buy |
+124,105
|
|