Heritage Wealth Management (California)’s Cisco CSCO Stock Holding History

Heritage Wealth Management (California)’s Portfolio CSCO Stock Details CSCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$524K	Buy
2025 Q1	$450K	Sell
2024 Q4	$444K	Buy
2024 Q3	$399K	Buy
2024 Q2	$344K	Sell
2024 Q1	$405K	Sell
2023 Q4	$420K	Buy