Financial Symmetry’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $749K | Buy |
10,793
+3,197
| +42% | +$222K | 0.39% | 21 |
|
|
2025
Q1 | $469K | Buy |
7,596
+872
| +13% | +$53.8K | 0.29% | 27 |
|
|
2024
Q4 | $398K | Sell |
6,724
-830
| -11% | -$49.1K | 0.27% | 29 |
|
|
2024
Q3 | $402K | Buy |
7,554
+77
| +1% | +$4.1K | 0.28% | 29 |
|
|
2024
Q2 | $355K | Sell |
7,477
-6
| -0.1% | -$285 | 0.28% | 27 |
|
|
2024
Q1 | $373K | Sell |
7,483
-494
| -6% | -$24.7K | 0.33% | 24 |
|
|
2023
Q4 | $403K | Buy |
+7,977
| New | +$403K | 0.4% | 21 |
|