CPWA
Cerro Pacific Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Buy |
29,804
+38
| +0.1% | +$2.64K | 0.57% | 44 |
|
|
2025
Q1 | $1.76M | Sell |
29,766
-796
| -3% | -$47.1K | 0.57% | 49 |
|
|
2024
Q4 | $1.63M | Sell |
30,562
-1,442
| -5% | -$76.7K | 0.54% | 51 |
|
|
2024
Q3 | $1.52M | Hold |
32,004
| – | – | 0.57% | 49 |
|
|
2024
Q2 | $1.52M | Buy |
+32,004
| New | +$1.52M | 0.58% | 50 |
|
|
2023
Q1 | $1.39M | Buy |
26,555
+5,165
| +24% | +$270K | 0.77% | 36 |
|
|
2022
Q4 | $1.02M | Buy |
21,390
+1,026
| +5% | +$48.9K | 0.54% | 51 |
|
|
2022
Q3 | $815K | Buy |
20,364
+1,393
| +7% | +$55.8K | 0.49% | 55 |
|
|
2022
Q2 | $809K | Buy |
18,971
+291
| +2% | +$12.4K | 0.51% | 47 |
|
|
2022
Q1 | $1.04M | Buy |
18,680
+282
| +2% | +$15.7K | 0.64% | 39 |
|
|
2021
Q4 | $1.17M | Sell |
18,398
-1,322
| -7% | -$83.8K | 0.74% | 32 |
|
|
2021
Q3 | $1.07M | Sell |
19,720
-4,933
| -20% | -$268K | 0.77% | 30 |
|
|
2021
Q2 | $1.31M | Buy |
+24,653
| New | +$1.31M | 0.97% | 26 |
|
|
2020
Q4 | $1.35M | Buy |
+30,173
| New | +$1.35M | 0.81% | 33 |
|