GWA
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Gratus Wealth Advisors’s Cisco CSCO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$278K Sell
4,011
-23
-0.6% -$1.6K 0.04% 114
2025
Q1
$249K Hold
4,034
0.04% 116
2024
Q4
$239K Sell
4,034
-290
-7% -$17.2K 0.04% 121
2024
Q3
$227K Sell
4,324
-2,533
-37% -$133K 0.04% 129
2024
Q2
$324K Hold
6,857
0.06% 104
2024
Q1
$330K Buy
6,857
+131
+2% +$6.3K 0.06% 105
2023
Q4
$340K Buy
+6,726
New +$340K 0.07% 106