Charter Oak Capital Management’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
$536K Sell
2025
Q2
$544K Buy
2025
Q1
$484K Buy
2024
Q4
$459K Buy
2024
Q3
$411K Sell
2024
Q2
$380K Sell
2024
Q1
$417K Buy
2023
Q4
$342K Buy
2023
Q3
$309K Buy
2023
Q2
$297K Sell
2023
Q1
$302K Buy
2022
Q4
$261K Buy
2022
Q3
$208K Sell
2022
Q2
$296K Sell
2022
Q1
$396K Buy
2021
Q4
$414K Sell
2021
Q3
$405K Sell
2021
Q2
$399K Buy
2021
Q1
$331K Buy
2020
Q4
$282K Buy