EWA
EverSource Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
27,739
+5,854
| +27% | +$406K | 0.09% | 171 |
|
|
2025
Q1 | $1.35M | Buy |
21,885
+5,458
| +33% | +$337K | 0.07% | 203 |
|
|
2024
Q4 | $972K | Buy |
16,427
+2,863
| +21% | +$169K | 0.05% | 250 |
|
|
2024
Q3 | $722K | Sell |
13,564
-1,247
| -8% | -$66.4K | 0.05% | 272 |
|
|
2024
Q2 | $718K | Buy |
14,811
+540
| +4% | +$26.2K | 0.05% | 260 |
|
|
2024
Q1 | $670K | Buy |
14,271
+191
| +1% | +$8.97K | 0.05% | 232 |
|
|
2023
Q4 | $711K | Buy |
14,080
+645
| +5% | +$32.6K | 0.07% | 204 |
|
|
2023
Q3 | $722K | Buy |
13,435
+1,088
| +9% | +$58.5K | 0.08% | 187 |
|
|
2023
Q2 | $639K | Sell |
12,347
-1,375
| -10% | -$71.1K | 0.07% | 204 |
|
|
2023
Q1 | $717K | Sell |
13,722
-310
| -2% | -$16.2K | 0.09% | 172 |
|
|
2022
Q4 | $668K | Sell |
14,032
-1,743
| -11% | -$83K | 0.1% | 163 |
|
|
2022
Q3 | $631K | Buy |
15,775
+889
| +6% | +$35.6K | 0.14% | 139 |
|
|
2022
Q2 | $636K | Sell |
14,886
-217
| -1% | -$9.27K | 0.16% | 117 |
|
|
2022
Q1 | $843K | Sell |
15,103
-44
| -0.3% | -$2.46K | 0.21% | 87 |
|
|
2021
Q4 | $959K | Buy |
+15,147
| New | +$959K | 0.27% | 65 |
|