DWA
Dougherty Wealth Advisers’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Hold |
2,154
| – | – | 0.1% | 46 |
|
|
2025
Q1 | $133K | Hold |
2,154
| – | – | 0.1% | 49 |
|
|
2024
Q4 | $128K | Hold |
2,154
| – | – | 0.1% | 54 |
|
|
2024
Q3 | $115K | Hold |
2,154
| – | – | 0.09% | 53 |
|
|
2024
Q2 | $102K | Hold |
2,154
| – | – | 0.09% | 55 |
|
|
2024
Q1 | $108K | Hold |
2,154
| – | – | 0.1% | 54 |
|
|
2023
Q4 | $109K | Hold |
2,154
| – | – | 0.1% | 56 |
|
|
2023
Q3 | $116K | Hold |
2,154
| – | – | 0.13% | 47 |
|
|
2023
Q2 | $111K | Hold |
2,154
| – | – | 0.15% | 49 |
|
|
2023
Q1 | $113K | Hold |
2,154
| – | – | 0.17% | 51 |
|
|
2022
Q4 | $103K | Hold |
2,154
| – | – | 0.17% | 59 |
|
|
2022
Q3 | $86K | Hold |
2,154
| – | – | 0.17% | 60 |
|
|
2022
Q2 | $92K | Hold |
2,154
| – | – | 0.17% | 63 |
|
|
2022
Q1 | $120K | Hold |
2,154
| – | – | 0.18% | 55 |
|
|
2021
Q4 | $136K | Hold |
2,154
| – | – | 0.19% | 56 |
|
|
2021
Q3 | $117K | Hold |
2,154
| – | – | 0.17% | 66 |
|
|
2021
Q2 | $114K | Hold |
2,154
| – | – | 0.17% | 68 |
|
|
2021
Q1 | $111K | Hold |
2,154
| – | – | 0.17% | 62 |
|
|
2020
Q4 | $96K | Hold |
2,154
| – | – | 0.15% | 65 |
|
|
2020
Q3 | $85K | Hold |
2,154
| – | – | 0.29% | 65 |
|
|
2020
Q2 | $100K | Hold |
2,154
| – | – | 0.37% | 54 |
|
|
2020
Q1 | $85K | Hold |
2,154
| – | – | 0.34% | 55 |
|
|
2019
Q4 | $103K | Hold |
2,154
| – | – | 0.31% | 64 |
|
|
2019
Q3 | $106K | Sell |
2,154
-500
| -19% | -$24.6K | 0.35% | 54 |
|
|
2019
Q2 | $145K | Buy |
2,654
+500
| +23% | +$27.3K | 0.41% | 52 |
|
|
2019
Q1 | $116K | Sell |
2,154
-500
| -19% | -$26.9K | 0.39% | 48 |
|
|
2018
Q4 | $124K | Buy |
+2,654
| New | +$124K | 0.41% | 50 |
|