GWANC
Guardian Wealth Advisors (North Carolina)’s Cisco CSCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.39M | Sell |
19,980
-227
| -1% | -$15.7K | 0.1% | 109 |
|
2025
Q1 | $1.25M | Buy |
20,207
+145
| +0.7% | +$8.95K | 0.1% | 112 |
|
2024
Q4 | $1.19M | Buy |
20,062
+1,231
| +7% | +$72.9K | 0.09% | 116 |
|
2024
Q3 | $1M | Sell |
18,831
-167
| -0.9% | -$8.89K | 0.11% | 104 |
|
2024
Q2 | $903K | Buy |
18,998
+53
| +0.3% | +$2.52K | 0.11% | 106 |
|
2024
Q1 | $946K | Buy |
18,945
+1,631
| +9% | +$81.4K | 0.12% | 104 |
|
2023
Q4 | $875K | Buy |
17,314
+1,814
| +12% | +$91.6K | 0.13% | 96 |
|
2023
Q3 | $833K | Buy |
15,500
+221
| +1% | +$11.9K | 0.14% | 92 |
|
2023
Q2 | $791K | Buy |
15,279
+1,051
| +7% | +$54.4K | 0.14% | 89 |
|
2023
Q1 | $744K | Buy |
14,228
+2,457
| +21% | +$128K | 0.13% | 91 |
|
2022
Q4 | $561K | Hold |
11,771
| – | – | 0.11% | 102 |
|
2022
Q3 | $471K | Buy |
11,771
+1,214
| +11% | +$48.6K | 0.09% | 111 |
|
2022
Q2 | $450K | Sell |
10,557
-1,138
| -10% | -$48.5K | 0.08% | 115 |
|
2022
Q1 | $652K | Buy |
11,695
+919
| +9% | +$51.2K | 0.28% | 63 |
|
2021
Q4 | $683K | Buy |
+10,776
| New | +$683K | 0.29% | 63 |
|