CSWG
Cardinal Strategic Wealth Guidance’s Cisco CSCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $379K | Sell |
5,465
-34
| -0.6% | -$2.36K | 0.11% | 41 |
|
2025
Q1 | $339K | Sell |
5,499
-1,115
| -17% | -$68.8K | 0.11% | 43 |
|
2024
Q4 | $392K | Buy |
6,614
+1,115
| +20% | +$66K | 0.12% | 45 |
|
2024
Q3 | $293K | Hold |
5,499
| – | – | 0.1% | 46 |
|
2024
Q2 | $261K | Buy |
5,499
+274
| +5% | +$13K | 0.09% | 47 |
|
2024
Q1 | $261K | Sell |
5,225
-1,200
| -19% | -$59.9K | 0.1% | 48 |
|
2023
Q4 | $324K | Hold |
6,425
| – | – | 0.13% | 49 |
|
2023
Q3 | $345K | Sell |
6,425
-611
| -9% | -$32.8K | 0.16% | 49 |
|
2023
Q2 | $363K | Sell |
7,036
-300
| -4% | -$15.5K | 0.16% | 47 |
|
2023
Q1 | $381K | Sell |
7,336
-1,736
| -19% | -$90.2K | 0.18% | 45 |
|
2022
Q4 | $432K | Sell |
9,072
-665
| -7% | -$31.7K | 0.21% | 47 |
|
2022
Q3 | $391K | Sell |
9,737
-155
| -2% | -$6.22K | 0.21% | 45 |
|
2022
Q2 | $422K | Sell |
9,892
-1,025
| -9% | -$43.7K | 0.22% | 45 |
|
2022
Q1 | $609K | Sell |
10,917
-719
| -6% | -$40.1K | 0.28% | 45 |
|
2021
Q4 | $738K | Sell |
11,636
-59
| -0.5% | -$3.74K | 0.34% | 44 |
|
2021
Q3 | $637K | Buy |
11,695
+56
| +0.5% | +$3.05K | 0.33% | 46 |
|
2021
Q2 | $617K | Sell |
11,639
-95
| -0.8% | -$5.04K | 0.32% | 44 |
|
2021
Q1 | $607K | Sell |
11,734
-2,090
| -15% | -$108K | 0.36% | 41 |
|
2020
Q4 | $618K | Sell |
13,824
-3,008
| -18% | -$134K | 0.37% | 32 |
|
2020
Q3 | $662K | Sell |
16,832
-183
| -1% | -$7.2K | 0.47% | 29 |
|
2020
Q2 | $792K | Buy |
17,015
+5
| +0% | +$233 | 0.59% | 21 |
|
2020
Q1 | $671K | Buy |
17,010
+5
| +0% | +$197 | 0.61% | 23 |
|
2019
Q4 | $815K | Buy |
+17,005
| New | +$815K | 0.7% | 25 |
|