Financial Synergies Wealth Advisors’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Buy |
3,950
+415
| +12% | +$28.8K | 0.03% | 82 |
|
|
2025
Q1 | $218K | Buy |
3,535
+49
| +1% | +$3.02K | 0.03% | 77 |
|
|
2024
Q4 | $206K | Sell |
3,486
-384
| -10% | -$22.7K | 0.03% | 71 |
|
|
2024
Q3 | $206K | Buy |
+3,870
| New | +$206K | 0.03% | 74 |
|
|
2024
Q2 | – | Sell |
-2,758
| Closed | -$138K | – | 148 |
|
|
2024
Q1 | $138K | Buy |
2,758
+926
| +51% | +$46.2K | 0.02% | 89 |
|
|
2023
Q4 | $87.3K | Sell |
1,832
-903
| -33% | -$43K | 0.01% | 82 |
|
|
2023
Q3 | $147K | Buy |
2,735
+11
| +0.4% | +$591 | 0.02% | 75 |
|
|
2023
Q2 | $141K | Sell |
2,724
-223
| -8% | -$11.5K | 0.02% | 75 |
|
|
2023
Q1 | $154K | Buy |
2,947
+1,115
| +61% | +$58.3K | 0.02% | 70 |
|
|
2022
Q4 | $87.3K | Buy |
1,832
+612
| +50% | +$29.2K | 0.01% | 82 |
|
|
2022
Q3 | $48.8K | Buy |
1,220
+47
| +4% | +$1.88K | 0.01% | 96 |
|
|
2022
Q2 | $50K | Buy |
+1,173
| New | +$50K | 0.01% | 105 |
|