Heritage Wealth Management (Arizona)’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $688K | Sell |
14,473
-1,103
| -7% | -$52.4K | 0.38% | 62 |
|
|
2024
Q1 | $777K | Sell |
15,576
-696
| -4% | -$34.7K | 0.4% | 55 |
|
|
2023
Q4 | $822K | Buy |
+16,272
| New | +$822K | 0.45% | 50 |
|
|
2022
Q4 | $2.43M | Buy |
51,112
+27,207
| +114% | +$1.3M | 0.35% | 51 |
|
|
2022
Q3 | $956K | Buy |
23,905
+1,213
| +5% | +$48.5K | 0.31% | 57 |
|
|
2022
Q2 | $968K | Sell |
22,692
-765
| -3% | -$32.6K | 0.32% | 59 |
|
|
2022
Q1 | $1.31M | Buy |
+23,457
| New | +$1.31M | 0.35% | 55 |
|
|
2021
Q3 | $903K | Buy |
16,583
+2,161
| +15% | +$118K | 0.32% | 57 |
|
|
2021
Q2 | $764K | Buy |
14,422
+200
| +1% | +$10.6K | 0.29% | 73 |
|
|
2021
Q1 | $735K | Buy |
+14,222
| New | +$735K | 0.41% | 57 |
|