EWM
Evermay Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $978K | Sell |
14,101
-271
| -2% | -$18.8K | 0.12% | 84 |
|
|
2025
Q1 | $887K | Sell |
14,372
-1,761
| -11% | -$109K | 0.12% | 84 |
|
|
2024
Q4 | $955K | Sell |
16,133
-30
| -0.2% | -$1.78K | 0.14% | 79 |
|
|
2024
Q3 | $860K | Sell |
16,163
-2,607
| -14% | -$139K | 0.14% | 87 |
|
|
2024
Q2 | $892K | Sell |
18,770
-386
| -2% | -$18.3K | 0.14% | 87 |
|
|
2024
Q1 | $956K | Buy |
19,156
+367
| +2% | +$18.3K | 0.14% | 82 |
|
|
2023
Q4 | $949K | Sell |
18,789
-624
| -3% | -$31.5K | 0.18% | 66 |
|
|
2023
Q3 | $1.04M | Sell |
19,413
-226
| -1% | -$12.2K | 0.21% | 54 |
|
|
2023
Q2 | $1.02M | Buy |
19,639
+31
| +0.2% | +$1.6K | 0.2% | 53 |
|
|
2023
Q1 | $1.03M | Sell |
19,608
-1,075
| -5% | -$56.2K | 0.21% | 53 |
|
|
2022
Q4 | $985K | Sell |
20,683
-520
| -2% | -$24.8K | 0.2% | 57 |
|
|
2022
Q3 | $848K | Sell |
21,203
-555
| -3% | -$22.2K | 0.17% | 62 |
|
|
2022
Q2 | $928K | Sell |
21,758
-643
| -3% | -$27.4K | 0.18% | 58 |
|
|
2022
Q1 | $1.25M | Sell |
22,401
-2,339
| -9% | -$130K | 0.21% | 53 |
|
|
2021
Q4 | $1.57M | Buy |
24,740
+631
| +3% | +$40K | 0.28% | 33 |
|
|
2021
Q3 | $1.31M | Sell |
24,109
-817
| -3% | -$44.5K | 0.25% | 34 |
|
|
2021
Q2 | $1.32M | Sell |
24,926
-406
| -2% | -$21.5K | 0.24% | 38 |
|
|
2021
Q1 | $1.31M | Buy |
25,332
+689
| +3% | +$35.6K | 0.26% | 37 |
|
|
2020
Q4 | $1.1M | Sell |
24,643
-2,063
| -8% | -$92.3K | 0.24% | 41 |
|
|
2020
Q3 | $1.05M | Buy |
26,706
+1,782
| +7% | +$70.2K | 0.26% | 40 |
|
|
2020
Q2 | $1.16M | Sell |
24,924
-499
| -2% | -$23.3K | 0.31% | 37 |
|
|
2020
Q1 | $999K | Buy |
25,423
+816
| +3% | +$32.1K | 0.3% | 37 |
|
|
2019
Q4 | $1.18M | Buy |
24,607
+1,425
| +6% | +$68.3K | 0.29% | 42 |
|
|
2019
Q3 | $1.15M | Buy |
23,182
+1,015
| +5% | +$50.1K | 0.31% | 39 |
|
|
2019
Q2 | $1.21M | Sell |
22,167
-1,425
| -6% | -$78K | 0.34% | 36 |
|
|
2019
Q1 | $1.27M | Sell |
23,592
-779
| -3% | -$42.1K | 0.36% | 33 |
|
|
2018
Q4 | $1.06M | Buy |
24,371
+468
| +2% | +$20.3K | 0.34% | 36 |
|
|
2018
Q3 | $1.16M | Sell |
23,903
-8,855
| -27% | -$431K | 0.36% | 33 |
|
|
2018
Q2 | $1.41M | Buy |
32,758
+334
| +1% | +$14.4K | 0.47% | 27 |
|
|
2018
Q1 | $1.39M | Buy |
32,424
+13,996
| +76% | +$600K | 0.48% | 26 |
|
|
2017
Q4 | $706K | Buy |
18,428
+9,600
| +109% | +$368K | 0.26% | 46 |
|
|
2017
Q3 | $297K | Buy |
8,828
+199
| +2% | +$6.7K | 0.13% | 69 |
|
|
2017
Q2 | $270K | Sell |
8,629
-459
| -5% | -$14.4K | 0.12% | 76 |
|
|
2017
Q1 | $307K | Sell |
9,088
-1,404
| -13% | -$47.4K | 0.14% | 62 |
|
|
2016
Q4 | $317K | Hold |
10,492
| – | – | 0.16% | 51 |
|
|
2016
Q3 | $333K | Buy |
10,492
+106
| +1% | +$3.36K | 0.17% | 48 |
|
|
2016
Q2 | $298K | Buy |
10,386
+1,101
| +12% | +$31.6K | 0.16% | 52 |
|
|
2016
Q1 | $264K | Sell |
9,285
-133
| -1% | -$3.78K | 0.15% | 60 |
|
|
2015
Q4 | $256K | Sell |
9,418
-4,480
| -32% | -$122K | 0.15% | 59 |
|
|
2015
Q3 | $365K | Buy |
13,898
+1,691
| +14% | +$44.4K | 0.22% | 44 |
|
|
2015
Q2 | $335K | Sell |
12,207
-850
| -7% | -$23.3K | 0.2% | 54 |
|
|
2015
Q1 | $359K | Sell |
13,057
-2,999
| -19% | -$82.5K | 0.21% | 49 |
|
|
2014
Q4 | $447K | Sell |
16,056
-440
| -3% | -$12.3K | 0.29% | 45 |
|
|
2014
Q3 | $415K | Sell |
16,496
-99
| -0.6% | -$2.49K | 0.36% | 44 |
|
|
2014
Q2 | $412K | Buy |
+16,595
| New | +$412K | 0.36% | 42 |
|