Congress Wealth Management’s Cisco CSCO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$36.8M	Buy	530,640 +101,422	+24%	+$6.23M	0.36%	60
2025 Q1	$26.5M	Buy	429,218 +44,509	+12%	+$2.74M	0.32%	75
2024 Q4	$22.8M	Sell	384,709 -59,562	-13%	-$3.4M	0.31%	83
2024 Q3	$23.6M	Buy	444,271 +100,011	+29%	+$4.86M	0.32%	78
2024 Q2	$16.4M	Buy	344,260 +94,117	+38%	+$4.47M	0.26%	105
2024 Q1	$12.5M	Buy	250,143 +5,972	+2%	+$298K	0.22%	142
2023 Q4	$12.3M	Buy	244,171 +7,388	+3%	+$377K	0.23%	130
2023 Q3	$12.7M	Buy	236,783 +2,737	+1%	+$148K	0.26%	108
2023 Q2	$12.1M	Sell	234,046 -5,337	-2%	-$263K	0.28%	110
2023 Q1	$12.5M	Buy	239,383 +15,325	+7%	+$748K	0.3%	90
2022 Q4	$10.7M	Buy	224,058 +5,546	+3%	+$252K	0.27%	116
2022 Q3	$8.74M	Buy	218,512 +13,710	+7%	+$608K	0.24%	133
2022 Q2	$8.73M	Sell	204,802 -3,577	-2%	-$171K	0.22%	134
2022 Q1	$11.6M	Sell	208,379 -3,094	-1%	-$175K	0.25%	104
2021 Q4	$13.4M	Buy	+211,473	New	+$12.1M	0.27%	100