EP 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 | $79.2M | Sell |
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|
2025
Q1 | $72.8M | Sell |
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|
2024
Q4 | $72.8M | Sell |
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|
2024
Q3 | $71.6M | Buy |
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|
2024
Q2 | $60M | Buy |
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|
2024
Q1 | $58.2M | Buy |
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|
2023
Q4 | $56.7M | Buy |
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|
2023
Q3 | $58.7M | Buy |
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|
2023
Q2 | $55.7M | Buy |
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|
2023
Q1 | $383K | Sell |
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|
2022
Q4 | $46.8M | Buy |
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|
2022
Q3 | $38M | Buy |
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|
2022
Q2 | $37M | Buy |
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|
2022
Q1 | $46.1M | Buy |
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|
2021
Q4 | $49.9M | Buy |
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|
2021
Q3 | $40.8M | Buy |
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|
2021
Q2 | $38.4M | Buy |
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|
2021
Q1 | $34.7M | Buy |
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|
2020
Q4 | $22.2M | Buy |
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|
2020
Q3 | $17.6M | Buy |
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|
2020
Q2 | $19.7M | Buy |
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|
2020
Q1 | $15.1M | Buy |
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|
2019
Q4 | $14.2M | Sell |
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|
2019
Q3 | $16.3M | Buy |
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|
2019
Q2 | $17.9M | Buy |
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|
2019
Q1 | $1.85M | Buy |
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|
2018
Q4 | $1.37M | Sell |
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|
2018
Q3 | $1.6M | Buy |
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|
2018
Q2 | $861K | Buy |
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|
2018
Q1 | $578K | Buy |
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|
2017
Q4 | $510K | Buy |
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|
2017
Q3 | $389K | Sell |
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|
2017
Q2 | $397K | Buy |
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|
2017
Q1 | $368K | Buy |
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|
2016
Q4 | $301K | Sell |
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|
2016
Q3 | $399K | Buy |
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|
2016
Q2 | $347K | Buy |
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|
2016
Q1 | $318K | Sell |
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|
2015
Q4 | $347K | Buy |
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|
2015
Q3 | $256K | Sell |
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|
2015
Q2 | $303K | Buy |
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|
2015
Q1 | $277K | Sell |
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|
2014
Q4 | $285K | Sell |
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|
2014
Q3 | $267K | Sell |
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|
2014
Q2 | $276K | Buy |
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|
2014
Q1 | $239K | Buy |
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|
2013
Q4 | $214K | Buy |
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|
2013
Q3 | $219K | Buy |
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|
2013
Q2 | $204K | Buy |
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