Heritage Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
21,201
-107
| -0.5% | -$7.42K | 0.07% | 65 |
|
|
2025
Q1 | $1.31M | Buy |
21,308
+43
| +0.2% | +$2.65K | 0.07% | 68 |
|
|
2024
Q4 | $1.26M | Sell |
21,265
-242
| -1% | -$14.3K | 0.06% | 72 |
|
|
2024
Q3 | $1.14M | Buy |
21,507
+66
| +0.3% | +$3.51K | 0.05% | 82 |
|
|
2024
Q2 | $1.02M | Sell |
21,441
-1,074
| -5% | -$51K | 0.05% | 84 |
|
|
2024
Q1 | $1.12M | Sell |
22,515
-1,237
| -5% | -$61.7K | 0.05% | 83 |
|
|
2023
Q4 | $1.2M | Buy |
23,752
+631
| +3% | +$31.9K | 0.06% | 78 |
|
|
2023
Q3 | $1.24M | Sell |
23,121
-262
| -1% | -$14.1K | 0.07% | 67 |
|
|
2023
Q2 | $1.21M | Sell |
23,383
-1,155
| -5% | -$59.8K | 0.06% | 75 |
|
|
2023
Q1 | $1.28M | Sell |
24,538
-99
| -0.4% | -$5.18K | 0.07% | 67 |
|
|
2022
Q4 | $1.17M | Sell |
24,637
-811
| -3% | -$38.6K | 0.07% | 73 |
|
|
2022
Q3 | $1.02M | Buy |
25,448
+2,294
| +10% | +$91.8K | 0.07% | 72 |
|
|
2022
Q2 | $987K | Buy |
23,154
+478
| +2% | +$20.4K | 0.07% | 78 |
|
|
2022
Q1 | $1.26M | Sell |
22,676
-32,078
| -59% | -$1.79M | 0.07% | 68 |
|
|
2021
Q4 | $3.47M | Buy |
54,754
+2,150
| +4% | +$136K | 0.19% | 46 |
|
|
2021
Q3 | $2.86M | Hold |
52,604
| – | – | 0.18% | 52 |
|
|
2021
Q2 | $2.79M | Buy |
52,604
+1,350
| +3% | +$71.6K | 0.17% | 51 |
|
|
2021
Q1 | $2.65M | Buy |
51,254
+477
| +0.9% | +$24.7K | 0.16% | 48 |
|
|
2020
Q4 | $2.27M | Buy |
50,777
+32,250
| +174% | +$1.44M | 0.14% | 52 |
|
|
2020
Q3 | $730K | Sell |
18,527
-769
| -4% | -$30.3K | 0.09% | 73 |
|
|
2020
Q2 | $900K | Hold |
19,296
| – | – | 0.13% | 61 |
|
|
2020
Q1 | $759K | Buy |
19,296
+533
| +3% | +$21K | 0.14% | 62 |
|
|
2019
Q4 | $900K | Buy |
18,763
+57
| +0.3% | +$2.73K | 0.12% | 72 |
|
|
2019
Q3 | $924K | Buy |
18,706
+1,596
| +9% | +$78.8K | 0.14% | 66 |
|
|
2019
Q2 | $936K | Buy |
17,110
+3,234
| +23% | +$177K | 0.14% | 68 |
|
|
2019
Q1 | $749K | Buy |
13,876
+1,301
| +10% | +$70.2K | 0.12% | 66 |
|
|
2018
Q4 | $544K | Buy |
12,575
+430
| +4% | +$18.6K | 0.11% | 70 |
|
|
2018
Q3 | $590K | Hold |
12,145
| – | – | 0.12% | 70 |
|
|
2018
Q2 | $524K | Hold |
12,145
| – | – | 0.2% | 69 |
|
|
2018
Q1 | $523K | Sell |
12,145
-160
| -1% | -$6.89K | 0.22% | 65 |
|
|
2017
Q4 | $470K | Buy |
12,305
+341
| +3% | +$13K | 0.2% | 69 |
|
|
2017
Q3 | $403K | Buy |
11,964
+3,109
| +35% | +$105K | 0.2% | 75 |
|
|
2017
Q2 | $277K | Buy |
8,855
+110
| +1% | +$3.44K | 0.14% | 84 |
|
|
2017
Q1 | $297K | Sell |
8,745
-350
| -4% | -$11.9K | 0.16% | 77 |
|
|
2016
Q4 | $277K | Sell |
9,095
-3,000
| -25% | -$91.4K | 0.18% | 67 |
|
|
2016
Q3 | $383K | Sell |
12,095
-5,092
| -30% | -$161K | 0.27% | 52 |
|
|
2016
Q2 | $492K | Buy |
17,187
+3,016
| +21% | +$86.3K | 0.33% | 42 |
|
|
2016
Q1 | $404K | Hold |
14,171
| – | – | 0.32% | 42 |
|
|
2015
Q4 | $384K | Sell |
14,171
-1,193
| -8% | -$32.3K | 0.32% | 45 |
|
|
2015
Q3 | $404K | Sell |
15,364
-717
| -4% | -$18.9K | 0.35% | 42 |
|
|
2015
Q2 | $439K | Buy |
16,081
+350
| +2% | +$9.56K | 0.36% | 52 |
|
|
2015
Q1 | $434K | Buy |
15,731
+1,910
| +14% | +$52.7K | 0.36% | 52 |
|
|
2014
Q4 | $384K | Buy |
+13,821
| New | +$384K | 0.34% | 60 |
|