Clarity Wealth Advisors’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.05M | Sell |
15,080
-24
| -0.2% | -$1.67K | 0.26% | 45 |
|
2025
Q1 | $932K | Buy |
15,104
+869
| +6% | +$53.6K | 0.26% | 41 |
|
2024
Q4 | $843K | Hold |
14,235
| – | – | 0.23% | 42 |
|
2024
Q3 | $758K | Buy |
14,235
+60
| +0.4% | +$3.19K | 0.22% | 43 |
|
2024
Q2 | $673K | Sell |
14,175
-183
| -1% | -$8.69K | 0.22% | 42 |
|
2024
Q1 | $717K | Buy |
14,358
+689
| +5% | +$34.4K | 0.24% | 42 |
|
2023
Q4 | $691K | Hold |
13,669
| – | – | 0.26% | 41 |
|
2023
Q3 | $735K | Buy |
13,669
+1
| +0% | +$54 | 0.33% | 37 |
|
2023
Q2 | $707K | Buy |
13,668
+321
| +2% | +$16.6K | 0.32% | 37 |
|
2023
Q1 | $698K | Buy |
13,347
+473
| +4% | +$24.7K | 0.36% | 37 |
|
2022
Q4 | $613K | Buy |
12,874
+64
| +0.5% | +$3.05K | 0.35% | 37 |
|
2022
Q3 | $512K | Sell |
12,810
-237
| -2% | -$9.47K | 0.31% | 38 |
|
2022
Q2 | $556K | Buy |
13,047
+100
| +0.8% | +$4.26K | 0.32% | 39 |
|
2022
Q1 | $721K | Sell |
12,947
-1,075
| -8% | -$59.9K | 0.34% | 38 |
|
2021
Q4 | $888K | Sell |
14,022
-34
| -0.2% | -$2.15K | 0.41% | 36 |
|
2021
Q3 | $765K | Hold |
14,056
| – | – | 0.38% | 38 |
|
2021
Q2 | $744K | Sell |
14,056
-539
| -4% | -$28.5K | 0.39% | 38 |
|
2021
Q1 | $754K | Buy |
14,595
+52
| +0.4% | +$2.69K | 0.43% | 38 |
|
2020
Q4 | $650K | Buy |
14,543
+4,857
| +50% | +$217K | 0.39% | 42 |
|
2020
Q3 | $381K | Sell |
9,686
-250
| -3% | -$9.83K | 0.27% | 46 |
|
2020
Q2 | $463K | Hold |
9,936
| – | – | 0.37% | 44 |
|
2020
Q1 | $390K | Buy |
9,936
+405
| +4% | +$15.9K | 0.41% | 40 |
|
2019
Q4 | $457K | Buy |
+9,531
| New | +$457K | 0.38% | 40 |
|