Carson Wealth (CWM LLC)’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 | $85.2M | Buy |
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|
2025
Q2 | $82.4M | Buy |
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|
2025
Q1 | $71.7M | Buy |
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|
2024
Q4 | $66.7M | Buy |
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|
2024
Q3 | $56.3M | Buy |
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|
2024
Q2 | $49.3M | Buy |
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|
2024
Q1 | $51.2M | Buy |
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|
2023
Q4 | $51.1M | Buy |
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|
2023
Q3 | $53.2M | Buy |
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|
2023
Q2 | $48.4M | Sell |
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|
2023
Q1 | $49M | Buy |
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|
2022
Q4 | $43.1M | Buy |
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|
2022
Q3 | $29.9M | Buy |
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|
2022
Q2 | $29.8M | Buy |
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|
2022
Q1 | $36.3M | Sell |
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|
2021
Q4 | $44.4M | Buy |
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|
2021
Q2 | $29.2M | Hold |
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|
2021
Q1 | $29.2M | Hold |
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|
2020
Q4 | $29.2M | Hold |
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|
2020
Q3 | $29.2M | Hold |
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|
2020
Q2 | $29.2M | Hold |
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|
2020
Q1 | $29.2M | Hold |
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|
2019
Q4 | $29.2M | Hold |
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|
2019
Q3 | $29.2M | Hold |
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|
2019
Q2 | $29.2M | Hold |
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|
2019
Q1 | $29.2M | Buy |
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|
2018
Q4 | $15.8M | Sell |
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|
2018
Q3 | $33.1M | Sell |
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|
2018
Q2 | $30M | Sell |
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|
2018
Q1 | $32M | Sell |
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|
2017
Q4 | $28.8M | Sell |
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|
2017
Q3 | $26.8M | Buy |
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|
2017
Q2 | $528K | Sell |
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|
2017
Q1 | $614K | Sell |
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|
2016
Q4 | $3.11M | Buy |
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|
2016
Q3 | $2.48M | Sell |
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|
2016
Q2 | $3.24M | Sell |
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|
2016
Q1 | $3.36M | Buy |
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|
2015
Q4 | $2.77M | Buy |
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|
2015
Q3 | $2.36M | Sell |
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|
2015
Q2 | $3.47M | Buy |
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|
2015
Q1 | $2.81M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $250K | Sell |
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|
2013
Q4 | $7.29M | Buy |
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|
2013
Q3 | $7.07M | Buy |
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