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Heritage Oak Wealth Advisors’s Cisco CSCO Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio CSCO Stock Details CSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,680
Closed -$218K – 72
2024
Q4 		$218K Sell
3,680
-180
-5% -$10.7K 0.1% 68
2024
Q3 		$205K Buy
+3,860
New +$205K 0.09% 144