CWP
Concord Wealth Partners’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
16,757
+2,278
| +16% | +$158K | 0.17% | 120 |
|
|
2025
Q1 | $893K | Buy |
14,479
+11,691
| +419% | +$721K | 0.15% | 121 |
|
|
2024
Q4 | $165K | Sell |
2,788
-452
| -14% | -$26.8K | 0.03% | 210 |
|
|
2024
Q3 | $172K | Sell |
3,240
-244
| -7% | -$13K | 0.03% | 216 |
|
|
2024
Q2 | $166K | Sell |
3,484
-817
| -19% | -$38.8K | 0.03% | 212 |
|
|
2024
Q1 | $215K | Sell |
4,301
-34,374
| -89% | -$1.72M | 0.04% | 204 |
|
|
2023
Q4 | $1.95M | Buy |
38,675
+7,347
| +23% | +$371K | 0.39% | 55 |
|
|
2023
Q3 | $1.68M | Buy |
31,328
+3,963
| +14% | +$213K | 0.36% | 50 |
|
|
2023
Q2 | $1.42M | Buy |
27,365
+11,279
| +70% | +$584K | 0.3% | 54 |
|
|
2023
Q1 | $841K | Sell |
16,086
-439
| -3% | -$22.9K | 0.24% | 57 |
|
|
2022
Q4 | $787K | Sell |
16,525
-5,101
| -24% | -$243K | 0.24% | 58 |
|
|
2022
Q3 | $865K | Sell |
21,626
-661
| -3% | -$26.4K | 0.27% | 54 |
|
|
2022
Q2 | $950K | Buy |
22,287
+4,329
| +24% | +$185K | 0.26% | 53 |
|
|
2022
Q1 | $1M | Buy |
17,958
+1,000
| +6% | +$55.7K | 0.26% | 51 |
|
|
2021
Q4 | $1.08M | Buy |
16,958
+11,089
| +189% | +$703K | 0.26% | 48 |
|
|
2021
Q3 | $319K | Sell |
5,869
-7,847
| -57% | -$427K | 0.13% | 53 |
|
|
2021
Q2 | $727K | Buy |
13,716
+1,266
| +10% | +$67.1K | 0.21% | 46 |
|
|
2021
Q1 | $644K | Buy |
12,450
+8,931
| +254% | +$462K | 0.22% | 47 |
|
|
2020
Q4 | $157K | Buy |
+3,519
| New | +$157K | 0.12% | 90 |
|