DWA
Delos Wealth Advisors’s Cisco CSCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.16K | Buy |
+60
| New | +$4.16K | ﹤0.01% | 205 |
|
2025
Q1 | – | Sell |
-371
| Closed | -$22K | – | 83 |
|
2024
Q4 | $22K | Buy |
371
+60
| +19% | +$3.56K | 0.02% | 94 |
|
2024
Q3 | $16.6K | Sell |
311
-50
| -14% | -$2.66K | 0.01% | 99 |
|
2024
Q2 | $17.2K | Hold |
361
| – | – | 0.02% | 102 |
|
2024
Q1 | $18K | Sell |
361
-275
| -43% | -$13.7K | 0.02% | 97 |
|
2023
Q4 | $32.1K | Buy |
636
+600
| +1,667% | +$30.3K | 0.05% | 74 |
|
2023
Q3 | $2.06K | Hold |
36
| – | – | ﹤0.01% | 177 |
|
2023
Q2 | $1.85K | Hold |
36
| – | – | ﹤0.01% | 179 |
|
2023
Q1 | $1.87K | Hold |
36
| – | – | ﹤0.01% | 194 |
|
2022
Q4 | $1.7K | Hold |
36
| – | – | ﹤0.01% | 207 |
|
2022
Q3 | $1K | Sell |
36
-1,186
| -97% | -$32.9K | ﹤0.01% | 219 |
|
2022
Q2 | $52K | Sell |
1,222
-100
| -8% | -$4.26K | 0.06% | 57 |
|
2022
Q1 | $74K | Sell |
1,322
-188
| -12% | -$10.5K | 0.07% | 64 |
|
2021
Q4 | $96K | Buy |
1,510
+1,490
| +7,450% | +$94.7K | 0.09% | 51 |
|
2021
Q3 | $1K | Buy |
20
+10
| +100% | +$500 | ﹤0.01% | 168 |
|
2021
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 157 |
|