FMWA
Forvis Mazars Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
151,814
+6,272
| +4% | +$435K | 0.23% | 56 |
|
|
2025
Q1 | $8.98M | Sell |
145,542
-4,627
| -3% | -$286K | 0.22% | 57 |
|
|
2024
Q4 | $8.89M | Sell |
150,169
-3,665
| -2% | -$217K | 0.2% | 62 |
|
|
2024
Q3 | $8.19M | Buy |
153,834
+1,171
| +0.8% | +$62.3K | 0.19% | 70 |
|
|
2024
Q2 | $7.25M | Buy |
152,663
+6,905
| +5% | +$328K | 0.18% | 70 |
|
|
2024
Q1 | $7.27M | Sell |
145,758
-3,203
| -2% | -$160K | 0.18% | 72 |
|
|
2023
Q4 | $7.53M | Sell |
148,961
-3,279
| -2% | -$166K | 0.21% | 66 |
|
|
2023
Q3 | $8.18M | Sell |
152,240
-45,118
| -23% | -$2.43M | 0.25% | 66 |
|
|
2023
Q2 | $10.2M | Buy |
197,358
+41,493
| +27% | +$2.15M | 0.3% | 60 |
|
|
2023
Q1 | $8.15M | Sell |
155,865
-392
| -0.3% | -$20.5K | 0.27% | 63 |
|
|
2022
Q4 | $7.44M | Buy |
156,257
+1,977
| +1% | +$94.2K | 0.26% | 64 |
|
|
2022
Q3 | $6.17M | Buy |
154,280
+6,003
| +4% | +$240K | 0.25% | 64 |
|
|
2022
Q2 | $6.32M | Buy |
148,277
+3,194
| +2% | +$136K | 0.26% | 61 |
|
|
2022
Q1 | $8.09M | Buy |
145,083
+10,455
| +8% | +$583K | 0.34% | 35 |
|
|
2021
Q4 | $8.53M | Buy |
134,628
+1,750
| +1% | +$111K | 0.36% | 33 |
|
|
2021
Q3 | $7.23M | Buy |
132,878
+2,648
| +2% | +$144K | 0.33% | 37 |
|
|
2021
Q2 | $6.9M | Sell |
130,230
-906
| -0.7% | -$48K | 0.32% | 36 |
|
|
2021
Q1 | $6.78M | Sell |
131,136
-3,127
| -2% | -$162K | 0.34% | 36 |
|
|
2020
Q4 | $6.01M | Buy |
134,263
+7,359
| +6% | +$329K | 0.3% | 40 |
|
|
2020
Q3 | $5M | Sell |
126,904
-1,895
| -1% | -$74.6K | 0.29% | 48 |
|
|
2020
Q2 | $6.01M | Buy |
128,799
+10,429
| +9% | +$486K | 0.39% | 31 |
|
|
2020
Q1 | $4.65M | Sell |
118,370
-9,005
| -7% | -$354K | 0.38% | 35 |
|
|
2019
Q4 | $6.11M | Buy |
127,375
+1,668
| +1% | +$80K | 0.44% | 28 |
|
|
2019
Q3 | $6.21M | Buy |
125,707
+3,798
| +3% | +$188K | 0.5% | 22 |
|
|
2019
Q2 | $6.67M | Sell |
121,909
-15,464
| -11% | -$846K | 0.54% | 21 |
|
|
2019
Q1 | $7.42M | Sell |
137,373
-621
| -0.5% | -$33.5K | 0.62% | 23 |
|
|
2018
Q4 | $5.98M | Sell |
137,994
-2,354
| -2% | -$102K | 0.61% | 22 |
|
|
2018
Q3 | $6.83M | Sell |
140,348
-384
| -0.3% | -$18.7K | 0.6% | 20 |
|
|
2018
Q2 | $6.06M | Sell |
140,732
-2,236
| -2% | -$96.2K | 0.59% | 21 |
|
|
2018
Q1 | $6.13M | Buy |
142,968
+8,801
| +7% | +$377K | 0.61% | 19 |
|
|
2017
Q4 | $5.14M | Buy |
134,167
+5,093
| +4% | +$195K | 0.51% | 24 |
|
|
2017
Q3 | $4.34M | Buy |
129,074
+9,652
| +8% | +$325K | 0.48% | 23 |
|
|
2017
Q2 | $3.74M | Buy |
119,422
+5,263
| +5% | +$165K | 0.42% | 30 |
|
|
2017
Q1 | $3.86M | Sell |
114,159
-16
| -0% | -$541 | 0.47% | 23 |
|
|
2016
Q4 | $3.45M | Buy |
114,175
+1,692
| +2% | +$51.1K | 0.45% | 32 |
|
|
2016
Q3 | $3.57M | Buy |
112,483
+1,496
| +1% | +$47.5K | 0.5% | 28 |
|
|
2016
Q2 | $3.18M | Sell |
110,987
-2,846
| -3% | -$81.6K | 0.47% | 31 |
|
|
2016
Q1 | $3.24M | Buy |
113,833
+2,944
| +3% | +$83.8K | 0.52% | 29 |
|
|
2015
Q4 | $3.01M | Sell |
110,889
-646
| -0.6% | -$17.5K | 0.45% | 30 |
|
|
2015
Q3 | $2.93M | Sell |
111,535
-1,080
| -1% | -$28.4K | 0.52% | 23 |
|
|
2015
Q2 | $3.09M | Sell |
112,615
-2,005
| -2% | -$55.1K | 0.46% | 28 |
|
|
2015
Q1 | $3.16M | Buy |
114,620
+3,447
| +3% | +$94.9K | 0.46% | 31 |
|
|
2014
Q4 | $3.09M | Buy |
111,173
+476
| +0.4% | +$13.2K | 0.51% | 31 |
|
|
2014
Q3 | $2.79M | Sell |
110,697
-2,423
| -2% | -$61K | 0.48% | 30 |
|
|
2014
Q2 | $2.81M | Sell |
113,120
-6,194
| -5% | -$154K | 0.48% | 32 |
|
|
2014
Q1 | $2.67M | Buy |
119,314
+4,683
| +4% | +$105K | 0.47% | 37 |
|
|
2013
Q4 | $2.57M | Buy |
114,631
+3,030
| +3% | +$68K | 0.48% | 37 |
|
|
2013
Q3 | $2.62M | Buy |
111,601
+1,281
| +1% | +$30K | 0.54% | 31 |
|
|
2013
Q2 | $2.69M | Buy |
+110,320
| New | +$2.69M | 2.13% | 10 |
|