CGFA
Colton Groome Financial Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
+3,207
| New | +$223K | 0.08% | 125 |
|
|
2024
Q1 | – | Sell |
-3,992
| Closed | -$202K | – | 123 |
|
|
2023
Q4 | $202K | Sell |
3,992
-1,376
| -26% | -$69.5K | 0.09% | 121 |
|
|
2023
Q3 | $289K | Sell |
5,368
-10,445
| -66% | -$562K | 0.14% | 94 |
|
|
2023
Q2 | $818K | Buy |
15,813
+1,923
| +14% | +$99.5K | 0.38% | 57 |
|
|
2023
Q1 | $726K | Buy |
13,890
+4,171
| +43% | +$218K | 0.35% | 59 |
|
|
2022
Q4 | $463K | Buy |
9,719
+3,609
| +59% | +$172K | 0.23% | 73 |
|
|
2022
Q3 | $244K | Buy |
6,110
+677
| +12% | +$27K | 0.12% | 95 |
|
|
2022
Q2 | $232K | Sell |
5,433
-556
| -9% | -$23.7K | 0.12% | 100 |
|
|
2022
Q1 | $334K | Sell |
5,989
-16,118
| -73% | -$899K | 0.15% | 75 |
|
|
2021
Q4 | $1.4M | Buy |
22,107
+519
| +2% | +$32.9K | 0.57% | 46 |
|
|
2021
Q3 | $1.18M | Hold |
21,588
| – | – | 0.51% | 39 |
|
|
2021
Q2 | $1.14M | Buy |
+21,588
| New | +$1.14M | 0.52% | 36 |
|