Heritage Wealth Management (California)’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Buy |
7,560
+271
| +4% | +$18.8K | 0.35% | 48 |
|
|
2025
Q1 | $450K | Sell |
7,289
-213
| -3% | -$13.1K | 0.34% | 52 |
|
|
2024
Q4 | $444K | Buy |
7,502
+10
| +0.1% | +$592 | 0.32% | 48 |
|
|
2024
Q3 | $399K | Buy |
7,492
+260
| +4% | +$13.8K | 0.28% | 49 |
|
|
2024
Q2 | $344K | Sell |
7,232
-885
| -11% | -$42K | 0.25% | 50 |
|
|
2024
Q1 | $405K | Sell |
8,117
-195
| -2% | -$9.73K | 0.31% | 48 |
|
|
2023
Q4 | $420K | Buy |
+8,312
| New | +$420K | 0.34% | 45 |
|