FFWA
FRG Family Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Hold |
18,901
| – | – | 0.23% | 69 |
|
|
2025
Q1 | $1.17M | Sell |
18,901
-900
| -5% | -$55.5K | 0.23% | 73 |
|
|
2024
Q4 | $1.17M | Hold |
19,801
| – | – | 0.21% | 71 |
|
|
2024
Q3 | $1.05M | Hold |
19,801
| – | – | 0.19% | 80 |
|
|
2024
Q2 | $894K | Hold |
19,801
| – | – | 0.17% | 86 |
|
|
2024
Q1 | $930K | Sell |
19,801
-250
| -1% | -$11.7K | 0.18% | 83 |
|
|
2023
Q4 | $1.01M | Hold |
20,051
| – | – | 0.21% | 72 |
|
|
2023
Q3 | $1.08M | Sell |
20,051
-109
| -0.5% | -$5.86K | 0.24% | 70 |
|
|
2023
Q2 | $1.04M | Buy |
20,160
+160
| +0.8% | +$8.28K | 0.23% | 71 |
|
|
2023
Q1 | $1.05M | Hold |
20,000
| – | – | 0.24% | 71 |
|
|
2022
Q4 | $953K | Buy |
20,000
+1,900
| +10% | +$90.5K | 0.23% | 82 |
|
|
2022
Q3 | $724K | Sell |
18,100
-200
| -1% | -$8K | 0.18% | 87 |
|
|
2022
Q2 | $780K | Hold |
18,300
| – | – | 0.18% | 85 |
|
|
2022
Q1 | $1.02M | Hold |
18,300
| – | – | 0.2% | 75 |
|
|
2021
Q4 | $1.16M | Sell |
18,300
-1,003
| -5% | -$63.6K | 0.22% | 69 |
|
|
2021
Q3 | $1.05M | Sell |
19,303
-2,248
| -10% | -$122K | 0.21% | 71 |
|
|
2021
Q2 | $1.14M | Hold |
21,551
| – | – | 0.22% | 69 |
|
|
2021
Q1 | $1.11M | Buy |
21,551
+1,935
| +10% | +$100K | 0.23% | 70 |
|
|
2020
Q4 | $878K | Sell |
19,616
-600
| -3% | -$26.9K | 0.19% | 77 |
|
|
2020
Q3 | $796K | Buy |
20,216
+103
| +0.5% | +$4.06K | 0.19% | 80 |
|
|
2020
Q2 | $938K | Buy |
20,113
+800
| +4% | +$37.3K | 0.25% | 66 |
|
|
2020
Q1 | $759K | Sell |
19,313
-1,100
| -5% | -$43.2K | 0.23% | 75 |
|
|
2019
Q4 | $979K | Hold |
20,413
| – | – | 0.24% | 77 |
|
|
2019
Q3 | $1.01M | Sell |
20,413
-1,090
| -5% | -$53.9K | 0.26% | 74 |
|
|
2019
Q2 | $1.18M | Sell |
21,503
-775
| -3% | -$42.4K | 0.31% | 68 |
|
|
2019
Q1 | $1.2M | Sell |
22,278
-400
| -2% | -$21.6K | 0.34% | 71 |
|
|
2018
Q4 | $983K | Sell |
22,678
-3,020
| -12% | -$131K | 0.32% | 76 |
|
|
2018
Q3 | $1.25M | Sell |
25,698
-1,797
| -7% | -$87.4K | 0.34% | 78 |
|
|
2018
Q2 | $1.18M | Sell |
27,495
-1,263
| -4% | -$54.3K | 0.35% | 74 |
|
|
2018
Q1 | $1.23M | Buy |
28,758
+285
| +1% | +$12.2K | 0.41% | 77 |
|
|
2017
Q4 | $1.09M | Buy |
28,473
+1,174
| +4% | +$45K | 0.35% | 79 |
|
|
2017
Q3 | $918K | Sell |
27,299
-496
| -2% | -$16.7K | 0.32% | 83 |
|
|
2017
Q2 | $870K | Buy |
27,795
+3
| +0% | +$94 | 0.32% | 83 |
|
|
2017
Q1 | $938K | Sell |
27,792
-196
| -0.7% | -$6.62K | 0.37% | 79 |
|
|
2016
Q4 | $846K | Sell |
27,988
-96
| -0.3% | -$2.9K | 0.35% | 79 |
|
|
2016
Q3 | $891K | Buy |
28,084
+3
| +0% | +$95 | 0.4% | 76 |
|
|
2016
Q2 | $806K | Buy |
28,081
+704
| +3% | +$20.2K | 0.36% | 80 |
|
|
2016
Q1 | $779K | Buy |
27,377
+4
| +0% | +$114 | 0.38% | 80 |
|
|
2015
Q4 | $743K | Buy |
+27,373
| New | +$743K | 0.36% | 81 |
|