EFG
Everhart Financial Group’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
27,481
+2,824
| +11% | +$196K | 0.22% | 59 |
|
|
2025
Q1 | $1.52M | Buy |
24,657
+1,773
| +8% | +$109K | 0.21% | 69 |
|
|
2024
Q4 | $1.35M | Buy |
22,884
+2,094
| +10% | +$124K | 0.28% | 64 |
|
|
2024
Q3 | $1.11M | Buy |
20,790
+2,263
| +12% | +$120K | 0.25% | 90 |
|
|
2024
Q2 | $880K | Buy |
18,527
+1,943
| +12% | +$92.3K | 0.23% | 94 |
|
|
2024
Q1 | $828K | Buy |
16,584
+2,309
| +16% | +$115K | 0.24% | 86 |
|
|
2023
Q4 | $721K | Sell |
14,275
-2,581
| -15% | -$130K | 0.26% | 80 |
|
|
2023
Q3 | $906K | Buy |
16,856
+1,015
| +6% | +$54.6K | 0.38% | 56 |
|
|
2023
Q2 | $820K | Buy |
15,841
+246
| +2% | +$12.7K | 0.34% | 63 |
|
|
2023
Q1 | $815K | Buy |
15,595
+1,594
| +11% | +$83.3K | 0.37% | 54 |
|
|
2022
Q4 | $667K | Sell |
14,001
-47
| -0.3% | -$2.24K | 0.34% | 63 |
|
|
2022
Q3 | $562K | Buy |
14,048
+5,744
| +69% | +$230K | 0.31% | 65 |
|
|
2022
Q2 | $354K | Sell |
8,304
-1,105
| -12% | -$47.1K | 0.22% | 108 |
|
|
2022
Q1 | $524K | Buy |
9,409
+2,827
| +43% | +$157K | 0.3% | 72 |
|
|
2021
Q4 | $417K | Buy |
6,582
+981
| +18% | +$62.2K | 0.25% | 74 |
|
|
2021
Q3 | $305K | Buy |
5,601
+78
| +1% | +$4.25K | 0.21% | 84 |
|
|
2021
Q2 | $293K | Buy |
+5,523
| New | +$293K | 0.2% | 76 |
|