EWA
Encompass Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614K | Sell |
8,847
-525
| -6% | -$36.4K | 0.23% | 53 |
|
|
2025
Q1 | $578K | Buy |
9,372
+23
| +0.2% | +$1.42K | 0.24% | 54 |
|
|
2024
Q4 | $553K | Sell |
9,349
-6,230
| -40% | -$369K | 0.22% | 57 |
|
|
2024
Q3 | $829K | Sell |
15,579
-169
| -1% | -$8.99K | 0.21% | 100 |
|
|
2024
Q2 | $748K | Sell |
15,748
-12
| -0.1% | -$570 | 0.2% | 99 |
|
|
2024
Q1 | $787K | Sell |
15,760
-15
| -0.1% | -$749 | 0.21% | 100 |
|
|
2023
Q4 | $797K | Buy |
15,775
+151
| +1% | +$7.63K | 0.24% | 83 |
|
|
2023
Q3 | $840K | Sell |
15,624
-129
| -0.8% | -$6.94K | 0.28% | 73 |
|
|
2023
Q2 | $815K | Sell |
15,753
-1
| -0% | -$52 | 0.27% | 75 |
|
|
2023
Q1 | $824K | Sell |
15,754
-432
| -3% | -$22.6K | 0.28% | 73 |
|
|
2022
Q4 | $771K | Sell |
16,186
-412
| -2% | -$19.6K | 0.28% | 67 |
|
|
2022
Q3 | $664K | Buy |
16,598
+47
| +0.3% | +$1.88K | 0.25% | 71 |
|
|
2022
Q2 | $706K | Sell |
16,551
-97
| -0.6% | -$4.14K | 0.25% | 68 |
|
|
2022
Q1 | $928K | Buy |
16,648
+179
| +1% | +$9.98K | 0.23% | 69 |
|
|
2021
Q4 | $1.04M | Buy |
16,469
+70
| +0.4% | +$4.44K | 0.25% | 69 |
|
|
2021
Q3 | $892K | Sell |
16,399
-7,356
| -31% | -$400K | 0.23% | 74 |
|
|
2021
Q2 | $1.26M | Sell |
23,755
-607
| -2% | -$32.2K | 0.31% | 64 |
|
|
2021
Q1 | $1.24M | Buy |
24,362
+1,380
| +6% | +$70K | 0.32% | 61 |
|
|
2020
Q4 | $1.03M | Buy |
+22,982
| New | +$1.03M | 0.59% | 37 |
|