Heck Capital Advisors’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-352
| Closed | -$21.7K | – | 188 |
|
|
2025
Q1 | $21.7K | Hold |
352
| – | – | ﹤0.01% | 191 |
|
|
2024
Q4 | $20.8K | Hold |
352
| – | – | ﹤0.01% | 193 |
|
|
2024
Q3 | $18.7K | Sell |
352
-173
| -33% | -$9.21K | ﹤0.01% | 181 |
|
|
2024
Q2 | $24.9K | Hold |
525
| – | – | ﹤0.01% | 171 |
|
|
2024
Q1 | $26.2K | Hold |
525
| – | – | ﹤0.01% | 169 |
|
|
2023
Q4 | $26.5K | Hold |
525
| – | – | ﹤0.01% | 160 |
|
|
2023
Q3 | $28.2K | Buy |
+525
| New | +$28.2K | 0.01% | 153 |
|
|
2019
Q4 | – | Sell |
-3,156
| Closed | -$156K | – | 101 |
|
|
2019
Q3 | $156K | Buy |
3,156
+126
| +4% | +$6.23K | 0.05% | 91 |
|
|
2019
Q2 | $166K | Buy |
3,030
+141
| +5% | +$7.72K | 0.04% | 85 |
|
|
2019
Q1 | $156K | Buy |
+2,889
| New | +$156K | 0.05% | 82 |
|