GA
GoalVest Advisory’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34M | Buy |
48,207
+828
| +2% | +$57.4K | 0.83% | 19 |
|
|
2025
Q1 | $2.92M | Buy |
47,379
+2,819
| +6% | +$174K | 0.8% | 21 |
|
|
2024
Q4 | $2.64M | Buy |
44,560
+14,355
| +48% | +$850K | 0.72% | 23 |
|
|
2024
Q3 | $1.61M | Buy |
30,205
+29
| +0.1% | +$1.54K | 0.46% | 38 |
|
|
2024
Q2 | $1.43M | Buy |
30,176
+1,049
| +4% | +$49.8K | 0.46% | 34 |
|
|
2024
Q1 | $1.45M | Buy |
29,127
+7,035
| +32% | +$351K | 0.48% | 33 |
|
|
2023
Q4 | $1.12M | Buy |
22,092
+2,643
| +14% | +$134K | 0.49% | 33 |
|
|
2023
Q3 | $1.05M | Buy |
19,449
+1,019
| +6% | +$54.8K | 0.52% | 30 |
|
|
2023
Q2 | $954K | Sell |
18,430
-6,996
| -28% | -$362K | 0.49% | 33 |
|
|
2023
Q1 | $1.33M | Buy |
25,426
+1,820
| +8% | +$95.1K | 0.78% | 23 |
|
|
2022
Q4 | $1.12M | Buy |
23,606
+1,026
| +5% | +$48.9K | 0.73% | 34 |
|
|
2022
Q3 | $903K | Sell |
22,580
-2,822
| -11% | -$113K | 0.63% | 41 |
|
|
2022
Q2 | $1.07M | Buy |
25,402
+8,539
| +51% | +$358K | 0.68% | 41 |
|
|
2022
Q1 | $940K | Buy |
+16,863
| New | +$940K | 0.53% | 50 |
|
|
2021
Q2 | $286K | Buy |
5,399
+5,349
| +10,698% | +$283K | 0.18% | 110 |
|
|
2021
Q1 | $3K | Sell |
50
-22,009
| -100% | -$1.32M | ﹤0.01% | 169 |
|
|
2020
Q4 | $987K | Buy |
+22,059
| New | +$987K | 0.83% | 33 |
|