FEM
Fulcrum Equity Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Sell |
4,464
-703
| -14% | -$48.8K | 0.32% | 70 |
|
|
2025
Q1 | $319K | Buy |
+5,167
| New | +$319K | 0.35% | 63 |
|
|
2024
Q4 | – | Sell |
-5,217
| Closed | -$278K | – | 120 |
|
|
2024
Q3 | $278K | Sell |
5,217
-5,641
| -52% | -$300K | 0.23% | 113 |
|
|
2024
Q2 | $516K | Buy |
10,858
+1,212
| +13% | +$57.6K | 0.46% | 72 |
|
|
2024
Q1 | $481K | Buy |
9,646
+891
| +10% | +$44.5K | 0.57% | 58 |
|
|
2023
Q4 | $442K | Buy |
8,755
+3,985
| +84% | +$201K | 0.55% | 47 |
|
|
2023
Q3 | $256K | Buy |
+4,770
| New | +$256K | 0.3% | 84 |
|
|
2022
Q1 | – | Sell |
-4,845
| Closed | -$307K | – | 125 |
|
|
2021
Q4 | $307K | Sell |
4,845
-649
| -12% | -$41.1K | 0.11% | 131 |
|
|
2021
Q3 | $299K | Sell |
5,494
-173
| -3% | -$9.42K | 0.12% | 130 |
|
|
2021
Q2 | $300K | Buy |
5,667
+1,331
| +31% | +$70.5K | 0.11% | 145 |
|
|
2021
Q1 | $224K | Buy |
+4,336
| New | +$224K | 0.09% | 161 |
|
|
2020
Q4 | – | Sell |
-5,600
| Closed | -$221K | – | 155 |
|
|
2020
Q3 | $221K | Sell |
5,600
-4,505
| -45% | -$178K | 0.1% | 137 |
|
|
2020
Q2 | $471K | Buy |
10,105
+1,900
| +23% | +$88.6K | 0.22% | 85 |
|
|
2020
Q1 | $323K | Sell |
8,205
-962
| -10% | -$37.9K | 0.23% | 29 |
|
|
2019
Q4 | $440K | Sell |
9,167
-49
| -0.5% | -$2.35K | 0.23% | 67 |
|
|
2019
Q3 | $455K | Buy |
9,216
+488
| +6% | +$24.1K | 0.23% | 50 |
|
|
2019
Q2 | $458K | Sell |
8,728
-3,944
| -31% | -$207K | 0.22% | 47 |
|
|
2019
Q1 | $684K | Sell |
12,672
-289
| -2% | -$15.6K | 0.23% | 20 |
|
|
2018
Q4 | $562K | Buy |
+12,961
| New | +$562K | 0.21% | 24 |
|