CIA
Concurrent Investment Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9M | Buy |
214,491
+16,430
| +8% | +$1.14M | 0.29% | 75 |
|
|
2025
Q1 | $12.2M | Sell |
198,061
-1,325
| -0.7% | -$81.8K | 0.3% | 75 |
|
|
2024
Q4 | $11.8M | Sell |
199,386
-31,213
| -14% | -$1.85M | 0.32% | 68 |
|
|
2024
Q3 | $12.3M | Buy |
230,599
+12,210
| +6% | +$650K | 0.36% | 62 |
|
|
2024
Q2 | $10.4M | Buy |
218,389
+67,915
| +45% | +$3.23M | 0.34% | 68 |
|
|
2024
Q1 | $7.51M | Sell |
150,474
-22,167
| -13% | -$1.11M | 0.3% | 76 |
|
|
2023
Q4 | $8.72M | Buy |
+172,641
| New | +$8.72M | 0.41% | 56 |
|