CAWM
Capital Advisors Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Sell |
7,273
-676
| -9% | -$46.9K | 0.08% | 112 |
|
|
2025
Q1 | $491K | Buy |
7,949
+25
| +0.3% | +$1.54K | 0.09% | 105 |
|
|
2024
Q4 | $469K | Buy |
7,924
+3,284
| +71% | +$194K | 0.08% | 98 |
|
|
2024
Q3 | $247K | Sell |
4,640
-458
| -9% | -$24.4K | 0.05% | 147 |
|
|
2024
Q2 | $242K | Buy |
5,098
+63
| +1% | +$2.99K | 0.05% | 133 |
|
|
2024
Q1 | $251K | Sell |
5,035
-571
| -10% | -$28.5K | 0.05% | 127 |
|
|
2023
Q4 | $283K | Sell |
5,606
-380
| -6% | -$19.2K | 0.06% | 109 |
|
|
2023
Q3 | $322K | Buy |
5,986
+230
| +4% | +$12.4K | 0.08% | 97 |
|
|
2023
Q2 | $298K | Sell |
5,756
-165
| -3% | -$8.54K | 0.08% | 100 |
|
|
2023
Q1 | $310K | Buy |
5,921
+31
| +0.5% | +$1.62K | 0.09% | 100 |
|
|
2022
Q4 | $281K | Buy |
5,890
+69
| +1% | +$3.29K | 0.09% | 97 |
|
|
2022
Q3 | $233K | Sell |
5,821
-2,537
| -30% | -$102K | 0.08% | 103 |
|
|
2022
Q2 | $356K | Buy |
8,358
+1,994
| +31% | +$84.9K | 0.12% | 80 |
|
|
2022
Q1 | $355K | Buy |
6,364
+938
| +17% | +$52.3K | 0.11% | 85 |
|
|
2021
Q4 | $344K | Buy |
+5,426
| New | +$344K | 0.1% | 86 |
|