CLA (CliftonLarsonAllen) Wealth Advisors’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 | $803K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $801K | Buy |
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|
2024
Q4 | $604K | Sell |
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|
2024
Q3 | $753K | Sell |
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|
2024
Q2 | $690K | Sell |
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|
2024
Q1 | $767K | Buy |
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|
2023
Q4 | $768K | Buy |
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|
2023
Q3 | $775K | Buy |
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|
2023
Q2 | $729K | Buy |
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|
2023
Q1 | $701K | Buy |
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|
2022
Q4 | $609K | Sell |
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|
2022
Q3 | $545K | Buy |
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|
2022
Q2 | $549K | Sell |
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|
2022
Q1 | $931K | Buy |
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|
2021
Q4 | $662K | Buy |
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|
2021
Q3 | $519K | Buy |
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|
2021
Q2 | $426K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $546K | Sell |
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|
2020
Q3 | $496K | Sell |
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|
2020
Q2 | $656K | Buy |
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|
2019
Q4 | $889K | Sell |
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|
2019
Q3 | $1.18M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $352K | Buy |
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|
2015
Q3 | $309K | Buy |
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|
2015
Q2 | $277K | Sell |
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|
2015
Q1 | $311K | Buy |
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|
2014
Q4 | $314K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $259K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $257K | Buy |
|