CFA
CWS Financial Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $868K | Sell |
12,509
-435
| -3% | -$30.2K | 0.25% | 51 |
|
|
2025
Q1 | $799K | Buy |
12,944
+717
| +6% | +$44.2K | 0.25% | 49 |
|
|
2024
Q4 | $724K | Buy |
12,227
+1,587
| +15% | +$93.9K | 0.23% | 48 |
|
|
2024
Q3 | $566K | Sell |
10,640
-581
| -5% | -$30.9K | 0.2% | 56 |
|
|
2024
Q2 | $533K | Buy |
11,221
+120
| +1% | +$5.7K | 0.21% | 51 |
|
|
2024
Q1 | $554K | Sell |
11,101
-7,961
| -42% | -$397K | 0.23% | 46 |
|
|
2023
Q4 | $963K | Sell |
19,062
-1,695
| -8% | -$85.6K | 0.36% | 39 |
|
|
2023
Q3 | $1.12M | Sell |
20,757
-244
| -1% | -$13.1K | 0.45% | 30 |
|
|
2023
Q2 | $1.09M | Buy |
21,001
+216
| +1% | +$11.2K | 0.41% | 34 |
|
|
2023
Q1 | $1.09M | Buy |
20,785
+348
| +2% | +$18.2K | 0.43% | 32 |
|
|
2022
Q4 | $1.06M | Buy |
20,437
+968
| +5% | +$50.1K | 0.46% | 30 |
|
|
2022
Q3 | $779K | Buy |
19,469
+4
| +0% | +$160 | 0.37% | 42 |
|
|
2022
Q2 | $830K | Sell |
19,465
-1,549
| -7% | -$66.1K | 0.38% | 40 |
|
|
2022
Q1 | $1.17M | Buy |
21,014
+119
| +0.6% | +$6.64K | 0.44% | 31 |
|
|
2021
Q4 | $1.32M | Buy |
+20,895
| New | +$1.32M | 0.47% | 29 |
|
|
2021
Q2 | $1.09M | Buy |
20,553
+116
| +0.6% | +$6.15K | 0.43% | 32 |
|
|
2021
Q1 | $1.06M | Buy |
20,437
+1,266
| +7% | +$65.5K | 0.46% | 30 |
|
|
2020
Q4 | $858K | Sell |
19,171
-735
| -4% | -$32.9K | 0.5% | 38 |
|
|
2020
Q3 | $784K | Buy |
19,906
+8,164
| +70% | +$322K | 0.52% | 35 |
|
|
2020
Q2 | $548K | Sell |
11,742
-123
| -1% | -$5.74K | 0.4% | 56 |
|
|
2020
Q1 | $569K | Hold |
11,865
| – | – | 0.42% | 43 |
|
|
2019
Q4 | $569K | Buy |
+11,865
| New | +$569K | 0.42% | 43 |
|