Circle Wealth 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 | $757K | Buy |
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|
2025
Q2 | $595K | Buy |
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|
2025
Q1 | $462K | Buy |
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|
2024
Q4 | $400K | Sell |
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|
2024
Q3 | $382K | Sell |
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|
2024
Q2 | $429K | Sell |
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|
2024
Q1 | $23.1M | Buy |
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|
2023
Q4 | $23.3M | Sell |
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|
2023
Q3 | $25M | Buy |
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|
2023
Q2 | $614K | Buy |
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|
2023
Q1 | $620K | Buy |
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|
2022
Q4 | $561K | Buy |
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|
2022
Q3 | $461K | Sell |
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|
2022
Q2 | $491K | Sell |
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|
2022
Q1 | $645K | Sell |
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|
2021
Q4 | $807K | Buy |
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|
2021
Q3 | $653K | Sell |
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|
2021
Q2 | $814K | Buy |
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|
2021
Q1 | $781K | Sell |
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|
2020
Q4 | $738K | Sell |
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|
2020
Q3 | $754K | Sell |
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|
2020
Q2 | $957K | Sell |
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|
2020
Q1 | $862K | Buy |
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|
2019
Q4 | $747K | Sell |
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|
2019
Q3 | $923K | Buy |
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|
2019
Q2 | $864K | Sell |
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|
2019
Q1 | $906K | Sell |
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|
2018
Q4 | $730K | Sell |
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|
2018
Q3 | $855K | Buy |
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|
2018
Q2 | $752K | Buy |
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|
2018
Q1 | $746K | Buy |
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|
2017
Q4 | $665K | Buy |
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|
2017
Q3 | $513K | Buy |
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|
2017
Q2 | $472K | Buy |
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|
2017
Q1 | $508K | Buy |
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|
2016
Q4 | $445K | Buy |
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