GM
GeoWealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
27,630
+883
| +3% | +$61.3K | 0.07% | 158 |
|
|
2025
Q1 | $1.65M | Sell |
26,747
-4,036
| -13% | -$249K | 0.07% | 177 |
|
|
2024
Q4 | $1.82M | Buy |
30,783
+2,715
| +10% | +$161K | 0.06% | 195 |
|
|
2024
Q3 | $1.49M | Sell |
28,068
-1,553
| -5% | -$82.7K | 0.05% | 228 |
|
|
2024
Q2 | $1.41M | Buy |
29,621
+29
| +0.1% | +$1.38K | 0.06% | 212 |
|
|
2024
Q1 | $1.48M | Buy |
29,592
+11,669
| +65% | +$582K | 0.06% | 227 |
|
|
2023
Q4 | $906K | Buy |
17,923
+17,240
| +2,524% | +$871K | 0.07% | 226 |
|
|
2023
Q3 | $37K | Sell |
683
-462
| -40% | -$25K | ﹤0.01% | 409 |
|
|
2023
Q2 | $59K | Buy |
1,145
+561
| +96% | +$28.9K | 0.01% | 325 |
|
|
2023
Q1 | $31K | Sell |
584
-10,736
| -95% | -$570K | ﹤0.01% | 301 |
|
|
2022
Q4 | $539K | Sell |
11,320
-22,232
| -66% | -$1.06M | 0.06% | 143 |
|
|
2022
Q3 | $1.34M | Buy |
33,552
+1,478
| +5% | +$59.1K | 0.15% | 101 |
|
|
2022
Q2 | $1.37M | Buy |
32,074
+4,176
| +15% | +$178K | 0.18% | 93 |
|
|
2022
Q1 | $1.56M | Buy |
+27,898
| New | +$1.56M | 0.14% | 114 |
|
|
2019
Q4 | – | Sell |
-7,167
| Closed | -$355K | – | 123 |
|
|
2019
Q3 | $355K | Buy |
+7,167
| New | +$355K | 0.08% | 131 |
|