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Executive Wealth Management’s Cisco CSCO Stock Holding History

Executive Wealth Management’s Portfolio CSCO Stock Details CSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$349K Sell
5,897
-576
-9% -$32.9K 0.03% 198
2024
Q3 		$345K Sell
6,473
-145,008
-96% -$7.05M 0.03% 208
2024
Q2 		$7.2M Buy
151,481
+7,739
+5% +$367K 1.32% 25
2024
Q1 		$7.19M Sell
143,742
-1,770
-1% -$88.3K 0.63% 56
2023
Q4 		$7.35M Buy
145,512
+1,854
+1% +$94.7K 0.69% 50
2023
Q3 		$7.72M Buy
143,658
+3,600
+3% +$194K 0.8% 45
2023
Q2 		$7.25M Buy
140,058
+10,624
+8% +$523K 0.75% 46
2023
Q1 		$6.77M Buy
129,434
+8,025
+7% +$392K 0.75% 41
2022
Q4 		$5.78M Buy
121,409
+117,591
+3,080% +$5.35M 0.71% 50
2022
Q3 		$3.82K Sell
3,818
-87,429
-96% -$3.88M 0.53% 60
2022
Q2 		$3.89M Sell
91,247
-16,087
-15% -$770K 0.52% 56
2022
Q1 		$5.98M Buy
107,334
+18,607
+21% +$1.05M 0.65% 55
2021
Q4 		$5.62M Buy
+88,727
New +$5.07M 0.56% 58
2021
Q2 		– Sell
-4,081
Closed -$211K – 193
2021
Q1 		$211K Buy
+4,081
New +$192K 0.02% 181
2020
Q3 		– Sell
-120,858
Closed -$5.64M – 154
2020
Q2 		$5.64M Buy
120,858
+43,640
+57% +$1.91M 0.85% 23
2020
Q1 		$3.04M Sell
77,218
-59,715
-44% -$2.62M 0.54% 41
2019
Q4 		$6.57M Buy
136,933
+14,361
+12% +$667K 0.9% 23
2019
Q3 		$6.06M Buy
122,572
+24,508
+25% +$1.27M 0.92% 22
2019
Q2 		$5.37M Buy
98,064
+7,302
+8% +$403K 0.76% 23
2019
Q1 		$4.9M Buy
90,762
+11,232
+14% +$546K 0.88% 18
2018
Q4 		$3.45M Buy
+79,530
New +$3.64M 0.61% 26

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Executive Wealth Management's CSCO Position: Q4 2024 in Review

Executive Wealth Management reduced its Cisco (CSCO) stake by 8.9% in Q4 2024, selling an estimated $32.9K and leaving 5,897 shares worth $349K. The position accounts for 0.03% of the portfolio, ranked #198.

Executive Wealth Management first reported a position in CSCO in Q4 2018 and has held it in 21 quarters since. The position peaked at $7.72M in Q3 2023. 3,359 funds tracked by Wall St. Rank hold CSCO as of Q4 2024.

  • Executive Wealth Management held 5,897 shares of Cisco worth $349K as of Q4 2024.
  • Executive Wealth Management sold 576 Cisco shares in Q4 2024, an estimated $32.9K.
  • Cisco made up 0.03% of Executive Wealth Management's portfolio in Q4 2024, its #198 holding.
  • Executive Wealth Management first reported a position in Cisco in Q4 2018 and has held it in 21 quarters since.
  • Executive Wealth Management's Cisco position peaked at $7.72M in Q3 2023.
  • 3,359 funds tracked by Wall St. Rank held Cisco as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.