Encompass Wealth Advisors’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614K | Sell |
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|
2025
Q1 | $578K | Buy |
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|
2024
Q4 | $553K | Sell |
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|
2024
Q3 | $829K | Sell |
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|
2024
Q2 | $748K | Sell |
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|
2024
Q1 | $787K | Sell |
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|
2023
Q4 | $797K | Buy |
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|
2023
Q3 | $840K | Sell |
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|
2023
Q2 | $815K | Sell |
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|
2023
Q1 | $824K | Sell |
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|
2022
Q4 | $771K | Sell |
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|
2022
Q3 | $664K | Buy |
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|
2022
Q2 | $706K | Sell |
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|
2022
Q1 | $928K | Buy |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $892K | Sell |
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|
2021
Q2 | $1.26M | Sell |
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|
2021
Q1 | $1.24M | Buy |
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|
2020
Q4 | $1.03M | Buy |
|