EFS
Essex Financial Services’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.28M | Buy |
76,133
+143
| +0.2% | +$9.92K | 0.35% | 67 |
|
|
2025
Q1 | $4.69M | Buy |
75,990
+49
| +0.1% | +$3.02K | 0.34% | 68 |
|
|
2024
Q4 | $4.5M | Buy |
75,941
+2,267
| +3% | +$134K | 0.32% | 72 |
|
|
2024
Q3 | $4.17M | Sell |
73,674
-2,877
| -4% | -$163K | 0.3% | 74 |
|
|
2024
Q2 | $3.51M | Buy |
76,551
+7,476
| +11% | +$343K | 0.26% | 85 |
|
|
2024
Q1 | $3.45M | Sell |
69,075
-5,275
| -7% | -$263K | 0.32% | 67 |
|
|
2023
Q4 | $3.76M | Buy |
74,350
+650
| +0.9% | +$32.8K | 0.39% | 60 |
|
|
2023
Q3 | $3.96M | Sell |
73,700
-703
| -0.9% | -$37.8K | 0.46% | 52 |
|
|
2023
Q2 | $3.85M | Buy |
74,403
+816
| +1% | +$42.2K | 0.44% | 54 |
|
|
2023
Q1 | $3.85M | Sell |
73,587
-2,899
| -4% | -$152K | 0.41% | 66 |
|
|
2022
Q4 | $3.64M | Buy |
76,486
+565
| +0.7% | +$26.9K | 0.39% | 64 |
|
|
2022
Q3 | $3.04M | Sell |
75,921
-798
| -1% | -$31.9K | 0.36% | 68 |
|
|
2022
Q2 | $3.27M | Buy |
76,719
+1,408
| +2% | +$60K | 0.36% | 69 |
|
|
2022
Q1 | $4.2M | Sell |
75,311
-2,850
| -4% | -$159K | 0.4% | 64 |
|
|
2021
Q4 | $4.95M | Sell |
78,161
-4,753
| -6% | -$301K | 0.49% | 47 |
|
|
2021
Q3 | $4.51M | Buy |
82,914
+8,145
| +11% | +$443K | 0.52% | 45 |
|
|
2021
Q2 | $3.87M | Hold |
74,769
| – | – | 0.56% | 38 |
|
|
2021
Q1 | $3.87M | Buy |
74,769
+200
| +0.3% | +$10.3K | 0.69% | 35 |
|
|
2020
Q4 | $3.34M | Sell |
74,569
-160
| -0.2% | -$7.16K | 0.66% | 39 |
|
|
2020
Q3 | $2.94M | Buy |
74,729
+6,617
| +10% | +$261K | 0.72% | 36 |
|
|
2020
Q2 | $3.18M | Sell |
68,112
-3,514
| -5% | -$164K | 0.98% | 21 |
|
|
2020
Q1 | $2.82M | Sell |
71,626
-10,959
| -13% | -$431K | 1% | 21 |
|
|
2019
Q4 | $3.96M | Sell |
82,585
-1,545
| -2% | -$74.1K | 1.09% | 20 |
|
|
2019
Q3 | $4.16M | Sell |
84,130
-1,339
| -2% | -$66.2K | 1.34% | 15 |
|
|
2019
Q2 | $4.68M | Buy |
85,469
+453
| +0.5% | +$24.8K | 1.38% | 16 |
|
|
2019
Q1 | $4.59M | Buy |
85,016
+1,479
| +2% | +$79.9K | 1.39% | 16 |
|
|
2018
Q4 | $3.62M | Sell |
83,537
-11,517
| -12% | -$499K | 1.11% | 21 |
|
|
2018
Q3 | $4.62M | Buy |
95,054
+896
| +1% | +$43.6K | 1.02% | 25 |
|
|
2018
Q2 | $4.05M | Buy |
94,158
+706
| +0.8% | +$30.4K | 0.98% | 28 |
|
|
2018
Q1 | $4.01M | Buy |
93,452
+100
| +0.1% | +$4.29K | 0.79% | 33 |
|
|
2017
Q4 | $3.58M | Sell |
93,352
-1,112
| -1% | -$42.6K | 0.85% | 34 |
|
|
2017
Q3 | $3.18M | Buy |
94,464
+4,122
| +5% | +$139K | 0.78% | 39 |
|
|
2017
Q2 | $2.83M | Buy |
90,342
+13,888
| +18% | +$435K | 0.6% | 44 |
|
|
2017
Q1 | $2.58M | Sell |
76,454
-8,021
| -9% | -$271K | 0.59% | 44 |
|
|
2016
Q4 | $2.55M | Buy |
84,475
+9,302
| +12% | +$281K | 0.55% | 48 |
|
|
2016
Q3 | $2.38M | Sell |
75,173
-31,857
| -30% | -$1.01M | 0.57% | 50 |
|
|
2016
Q2 | $3.07M | Sell |
107,030
-7,804
| -7% | -$224K | 0.74% | 34 |
|
|
2016
Q1 | $3.27M | Sell |
114,834
-3,336
| -3% | -$95K | 0.81% | 32 |
|
|
2015
Q4 | $3.21M | Sell |
118,170
-50
| -0% | -$1.36K | 0.77% | 34 |
|
|
2015
Q3 | $3.1M | Sell |
118,220
-608
| -0.5% | -$16K | 0.81% | 33 |
|
|
2015
Q2 | $3.26M | Sell |
118,828
-1,926
| -2% | -$52.9K | 0.84% | 32 |
|
|
2015
Q1 | $3.32M | Buy |
120,754
+585
| +0.5% | +$16.1K | 0.85% | 28 |
|
|
2014
Q4 | $3.34M | Sell |
120,169
-109
| -0.1% | -$3.03K | 0.87% | 28 |
|
|
2014
Q3 | $3.03M | Buy |
120,278
+183
| +0.2% | +$4.61K | 0.9% | 26 |
|
|
2014
Q2 | $2.98M | Buy |
120,095
+2,184
| +2% | +$54.3K | 0.89% | 25 |
|
|
2014
Q1 | $2.64M | Buy |
117,911
+2,500
| +2% | +$56K | 0.86% | 26 |
|
|
2013
Q4 | $2.59M | Sell |
115,411
-3,788
| -3% | -$85K | 0.88% | 27 |
|
|
2013
Q3 | $2.79K | Buy |
119,199
+420
| +0.4% | +$10 | 0.88% | 21 |
|
|
2013
Q2 | $2.89M | Buy |
+118,779
| New | +$2.89M | 1.01% | 21 |
|