DBIA
Dumont & Blake Investment Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Sell |
33,096
-115
| -0.3% | -$7.98K | 0.6% | 45 |
|
|
2025
Q1 | $2.05M | Sell |
33,211
-130
| -0.4% | -$8.02K | 0.57% | 47 |
|
|
2024
Q4 | $1.97M | Sell |
33,341
-975
| -3% | -$57.7K | 0.53% | 48 |
|
|
2024
Q3 | $1.83M | Sell |
34,316
-34,467
| -50% | -$1.83M | 0.49% | 54 |
|
|
2024
Q2 | $3.27M | Buy |
68,783
+34,264
| +99% | +$1.63M | 0.46% | 57 |
|
|
2024
Q1 | $1.72M | Sell |
34,519
-4,427
| -11% | -$221K | 0.5% | 55 |
|
|
2023
Q4 | $1.97M | Sell |
38,946
-1,645
| -4% | -$83.1K | 0.61% | 42 |
|
|
2023
Q3 | $2.18M | Buy |
40,591
+112
| +0.3% | +$6.02K | 0.74% | 36 |
|
|
2023
Q2 | $2.09M | Sell |
40,479
-584
| -1% | -$30.2K | 0.68% | 36 |
|
|
2023
Q1 | $2.15M | Sell |
41,063
-500
| -1% | -$26.1K | 0.73% | 35 |
|
|
2022
Q4 | $1.98M | Sell |
41,563
-718
| -2% | -$34.2K | 0.7% | 39 |
|
|
2022
Q3 | $1.69M | Sell |
42,281
-2,278
| -5% | -$91.1K | 0.63% | 41 |
|
|
2022
Q2 | $1.9M | Sell |
44,559
-949
| -2% | -$40.5K | 0.62% | 44 |
|
|
2022
Q1 | $2.54M | Sell |
45,508
-1,826
| -4% | -$102K | 0.69% | 36 |
|
|
2021
Q4 | $3M | Buy |
47,334
+1,135
| +2% | +$71.9K | 0.78% | 31 |
|
|
2021
Q3 | $2.52M | Sell |
46,199
-647
| -1% | -$35.2K | 0.72% | 34 |
|
|
2021
Q2 | $2.48M | Buy |
46,846
+815
| +2% | +$43.2K | 0.71% | 36 |
|
|
2021
Q1 | $2.38M | Sell |
46,031
-164
| -0.4% | -$8.48K | 0.73% | 36 |
|
|
2020
Q4 | $2.07M | Sell |
46,195
-1,238
| -3% | -$55.4K | 0.71% | 37 |
|
|
2020
Q3 | $1.87M | Sell |
47,433
-30
| -0.1% | -$1.18K | 0.71% | 35 |
|
|
2020
Q2 | $2.21M | Buy |
47,463
+937
| +2% | +$43.7K | 0.93% | 24 |
|
|
2020
Q1 | $1.83M | Buy |
46,526
+32
| +0.1% | +$1.26K | 0.94% | 26 |
|
|
2019
Q4 | $2.23M | Buy |
46,494
+68
| +0.1% | +$3.26K | 0.88% | 27 |
|
|
2019
Q3 | $2.29M | Sell |
46,426
-2,874
| -6% | -$142K | 0.97% | 23 |
|
|
2019
Q2 | $2.7M | Sell |
49,300
-1,041
| -2% | -$57K | 1.12% | 20 |
|
|
2019
Q1 | $2.72M | Buy |
50,341
+377
| +0.8% | +$20.4K | 1.15% | 19 |
|
|
2018
Q4 | $2.17M | Sell |
49,964
-1,604
| -3% | -$69.5K | 1.01% | 21 |
|
|
2018
Q3 | $2.51M | Buy |
51,568
+1,125
| +2% | +$54.7K | 0.98% | 24 |
|
|
2018
Q2 | $2.17M | Buy |
50,443
+675
| +1% | +$29.1K | 0.91% | 27 |
|
|
2018
Q1 | $2.14M | Sell |
49,768
-7,280
| -13% | -$312K | 0.91% | 29 |
|
|
2017
Q4 | $2.19M | Sell |
57,048
-450
| -0.8% | -$17.2K | 0.89% | 28 |
|
|
2017
Q3 | $1.93M | Sell |
57,498
-700
| -1% | -$23.5K | 0.83% | 32 |
|
|
2017
Q2 | $1.82M | Buy |
58,198
+200
| +0.3% | +$6.26K | 0.81% | 32 |
|
|
2017
Q1 | $1.96M | Sell |
57,998
-65
| -0.1% | -$2.2K | 0.88% | 28 |
|
|
2016
Q4 | $1.76M | Buy |
58,063
+753
| +1% | +$22.8K | 0.82% | 32 |
|
|
2016
Q3 | $1.82M | Sell |
57,310
-6,535
| -10% | -$207K | 0.89% | 30 |
|
|
2016
Q2 | $1.83M | Sell |
63,845
-435
| -0.7% | -$12.5K | 0.92% | 29 |
|
|
2016
Q1 | $1.83M | Buy |
64,280
+555
| +0.9% | +$15.8K | 0.95% | 28 |
|
|
2015
Q4 | $1.73M | Buy |
63,725
+3,490
| +6% | +$94.7K | 0.88% | 31 |
|
|
2015
Q3 | $1.58M | Buy |
60,235
+12,525
| +26% | +$329K | 0.85% | 36 |
|
|
2015
Q2 | $1.31M | Buy |
47,710
+200
| +0.4% | +$5.49K | 0.64% | 56 |
|
|
2015
Q1 | $1.31M | Buy |
47,510
+275
| +0.6% | +$7.57K | 0.63% | 61 |
|
|
2014
Q4 | $1.31M | Sell |
47,235
-100
| -0.2% | -$2.78K | 0.65% | 58 |
|
|
2014
Q3 | $1.19M | Hold |
47,335
| – | – | 0.61% | 60 |
|
|
2014
Q2 | $1.18M | Buy |
47,335
+10
| +0% | +$248 | 0.59% | 65 |
|
|
2014
Q1 | $1.06M | Sell |
47,325
-883
| -2% | -$19.8K | 0.55% | 72 |
|
|
2013
Q4 | $1.08M | Sell |
48,208
-1,210
| -2% | -$27.1K | 0.56% | 72 |
|
|
2013
Q3 | $1.16M | Buy |
49,418
+1,575
| +3% | +$36.9K | 0.55% | 71 |
|
|
2013
Q2 | $1.16M | Buy |
+47,843
| New | +$1.16M | 0.7% | 58 |
|