CIAS
CBIZ Investment Advisory Services’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.3K | Buy |
1,158
+174
| +18% | +$12.1K | ﹤0.01% | 91 |
|
|
2025
Q1 | $60.7K | Buy |
984
+339
| +53% | +$20.9K | ﹤0.01% | 104 |
|
|
2024
Q4 | $38.2K | Hold |
645
| – | – | ﹤0.01% | 131 |
|
|
2024
Q3 | $34.3K | Sell |
645
-18,189
| -97% | -$968K | ﹤0.01% | 131 |
|
|
2024
Q2 | $895K | Hold |
18,834
| – | – | 0.05% | 23 |
|
|
2024
Q1 | $940K | Sell |
18,834
-8,619
| -31% | -$430K | 0.07% | 24 |
|
|
2023
Q4 | $1.39M | Hold |
27,453
| – | – | 0.11% | 22 |
|
|
2023
Q3 | $1.48M | Hold |
27,453
| – | – | 0.14% | 17 |
|
|
2023
Q2 | $1.42M | Hold |
27,453
| – | – | 0.12% | 17 |
|
|
2023
Q1 | $1.44M | Buy |
+27,453
| New | +$1.44M | 0.13% | 18 |
|
|
2022
Q4 | – | Sell |
-28,453
| Closed | -$1.14M | – | 28 |
|
|
2022
Q3 | $1.14M | Hold |
28,453
| – | – | 1.14% | 15 |
|
|
2022
Q2 | $1.21M | Sell |
28,453
-1,007
| -3% | -$42.9K | 0.11% | 22 |
|
|
2022
Q1 | $1.64M | Buy |
29,460
+1,427
| +5% | +$79.6K | 0.13% | 9 |
|
|
2021
Q4 | $1.78M | Buy |
+28,033
| New | +$1.78M | 0.14% | 22 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 20 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 20 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 21 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 14 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 15 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 15 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 12 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 12 |
|