HF
Halpern Financial’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $86.5K | Hold |
1,644
| – | – | 0.02% | 73 |
|
|
2024
Q2 | $78.1K | Sell |
1,644
-839
| -34% | -$39.9K | 0.02% | 77 |
|
|
2024
Q1 | $121K | Hold |
2,483
| – | – | 0.04% | 62 |
|
|
2023
Q4 | $125K | Sell |
2,483
-921
| -27% | -$46.5K | 0.04% | 64 |
|
|
2023
Q3 | $183K | Buy |
3,404
+509
| +18% | +$27.4K | 0.06% | 52 |
|
|
2023
Q2 | $150K | Sell |
2,895
-141
| -5% | -$7.3K | 0.05% | 53 |
|
|
2023
Q1 | $159K | Buy |
3,036
+608
| +25% | +$31.8K | 0.06% | 51 |
|
|
2022
Q4 | $116K | Sell |
2,428
-608
| -20% | -$29K | 0.04% | 58 |
|
|
2022
Q3 | $121K | Buy |
3,036
+2,127
| +234% | +$85.1K | 0.05% | 55 |
|
|
2022
Q2 | $38.8K | Buy |
909
+95
| +12% | +$4.05K | 0.02% | 91 |
|
|
2022
Q1 | $45.4K | Hold |
814
| – | – | 0.02% | 99 |
|
|
2021
Q4 | $51.6K | Sell |
814
-326
| -29% | -$20.7K | 0.02% | 84 |
|
|
2021
Q3 | $62.1K | Sell |
1,140
-200
| -15% | -$10.9K | 0.03% | 67 |
|
|
2021
Q2 | $71K | Buy |
1,340
+60
| +5% | +$3.18K | 0.03% | 58 |
|
|
2021
Q1 | $66.2K | Sell |
1,280
-100
| -7% | -$5.17K | 0.03% | 54 |
|
|
2020
Q4 | $61.8K | Sell |
1,380
-2
| -0.1% | -$90 | 0.03% | 50 |
|
|
2020
Q3 | $54.4K | Sell |
1,382
-464
| -25% | -$18.3K | 0.03% | 49 |
|
|
2020
Q2 | $86.1K | Hold |
1,846
| – | – | 0.06% | 41 |
|
|
2020
Q1 | $72.6K | Hold |
1,846
| – | – | 0.07% | 40 |
|
|
2019
Q4 | $88.5K | Buy |
+1,846
| New | +$88.5K | 0.07% | 44 |
|