Geller Advisors’s Cisco CSCO Stock Holding History

Geller Advisors’s Portfolio CSCO Stock Details CSCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$950K	Sell	16,055 -127	-0.8%	-$7.25K	0.06%	69
2024 Q3	$861K	Sell	16,182 -23	-0.1%	-$1.12K	0.06%	86
2024 Q2	$770K	Sell	16,205 -483	-3%	-$22.9K	0.06%	95
2024 Q1	$833K	Buy	16,688 +421	+3%	+$21K	0.07%	86
2023 Q4	$822K	Sell	16,267 -1,607	-9%	-$82.1K	0.08%	80
2023 Q3	$961K	Buy	17,874 +1,158	+7%	+$62.5K	0.11%	61
2023 Q2	$865K	Buy	16,716 +6,814	+69%	+$335K	0.11%	63
2023 Q1	$518K	Buy	9,902 +169	+2%	+$8.25K	0.08%	66
2022 Q4	$464K	Buy	9,733 +108	+1%	+$4.92K	0.08%	61
2022 Q3	$385K	Sell	9,625 -1,686	-15%	-$74.8K	0.08%	62
2022 Q2	$482K	Sell	11,311 -261	-2%	-$12.5K	0.1%	54
2022 Q1	$645K	Buy	11,572 +3,234	+39%	+$183K	0.12%	47
2021 Q4	$528K	Buy	8,338 +276	+3%	+$15.8K	0.1%	57
2021 Q3	$439K	Sell	8,062 -3,066	-28%	-$172K	0.1%	63
2021 Q2	$590K	Buy	11,128 +54	+0.5%	+$2.84K	0.13%	43
2021 Q1	$573K	Buy	11,074 +4,120	+59%	+$193K	0.14%	40
2020 Q4	$518K	Hold	6,954	–	–	0.13%	40
2020 Q3	$274K	Sell	6,954 -102	-1%	-$4.45K	0.08%	62
2020 Q2	$329K	Buy	7,056 +1,793	+34%	+$78.6K	0.1%	51
2020 Q1	$207K	Buy	5,263 +702	+15%	+$30.8K	0.06%	64
2019 Q4	$219K	Buy	4,561 +319	+8%	+$14.8K	0.07%	51
2019 Q3	$210K	Buy	+4,242	New	+$220K	0.08%	65

Other funds holding CSCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geller Advisors's CSCO Position: Q4 2024 in Review

Geller Advisors reduced its Cisco (CSCO) stake by 0.78% in Q4 2024, selling an estimated $7.25K and leaving 16,055 shares worth $950K. The position accounts for 0.06% of the portfolio, ranked #69.

Geller Advisors first reported a position in CSCO in Q3 2019 and has held it in 22 quarters since. The position peaked at $961K in Q3 2023. 3,359 funds tracked by Wall St. Rank hold CSCO as of Q4 2024.

Geller Advisors held 16,055 shares of Cisco worth $950K as of Q4 2024.
Geller Advisors sold 127 Cisco shares in Q4 2024, an estimated $7.25K.
Cisco made up 0.06% of Geller Advisors's portfolio in Q4 2024, its #69 holding.
Geller Advisors first reported a position in Cisco in Q3 2019 and has held it in 22 quarters since.
Geller Advisors's Cisco position peaked at $961K in Q3 2023.
3,359 funds tracked by Wall St. Rank held Cisco as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.