CFA
Capstone Financial Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
3,808
-74
| -2% | -$5.13K | 0.02% | 132 |
|
|
2025
Q1 | $240K | Buy |
3,882
+6
| +0.2% | +$370 | 0.02% | 126 |
|
|
2024
Q4 | $229K | Buy |
3,876
+7
| +0.2% | +$414 | 0.01% | 133 |
|
|
2024
Q3 | $206K | Buy |
+3,869
| New | +$206K | 0.01% | 136 |
|
|
2024
Q1 | – | Sell |
-4,341
| Closed | -$219K | – | 152 |
|
|
2023
Q4 | $219K | Buy |
4,341
+7
| +0.2% | +$354 | 0.02% | 130 |
|
|
2023
Q3 | $233K | Sell |
4,334
-45
| -1% | -$2.42K | 0.02% | 117 |
|
|
2023
Q2 | $227K | Buy |
+4,379
| New | +$227K | 0.02% | 116 |
|
|
2022
Q3 | – | Sell |
-4,910
| Closed | -$209K | – | 145 |
|
|
2022
Q2 | $209K | Buy |
4,910
+20
| +0.4% | +$851 | 0.02% | 111 |
|
|
2022
Q1 | $273K | Buy |
4,890
+12
| +0.2% | +$670 | 0.02% | 105 |
|
|
2021
Q4 | $309K | Sell |
4,878
-135
| -3% | -$8.55K | 0.02% | 99 |
|
|
2021
Q3 | $273K | Buy |
+5,013
| New | +$273K | 0.02% | 104 |
|