Falcon Wealth Planning’s Cisco CSCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$856K Sell
7,283
-239
-3% -$25K 0.05% 108
2026
Q1
$584K Buy
7,522
+1,033
+16% +$80.9K 0.04% 125
2025
Q4
$500K Buy
6,489
+786
+14% +$58.3K 0.04% 118
2025
Q3
$390K Buy
5,703
+136
+2% +$9.27K 0.04% 131
2025
Q2
$386K Sell
5,567
-76
-1% -$4.67K 0.04% 118
2025
Q1
$348K Buy
5,643
+147
+3% +$9.05K 0.04% 125
2024
Q4
$325K Sell
5,496
-663
-11% -$37.9K 0.04% 130
2024
Q3
$328K Sell
6,159
-22
-0.4% -$1.07K 0.04% 117
2024
Q2
$294K Sell
6,181
-370
-6% -$17.6K 0.04% 111
2024
Q1
$327K Buy
6,551
+396
+6% +$19.8K 0.05% 106
2023
Q4
$311K Buy
6,155
+2,100
+52% +$107K 0.05% 99
2023
Q3
$218K Sell
4,055
-71
-2% -$3.83K 0.05% 105
2023
Q2
$213K Buy
+4,126
New +$203K 0.05% 102

Other funds holding CSCO