HFG
Heron Financial Group’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.08M | Sell |
20,909
-483
| -2% | -$25K | 0.58% | 39 |
|
|
2023
Q1 | $1.12M | Buy |
21,392
+912
| +4% | +$47.7K | 0.62% | 39 |
|
|
2022
Q4 | $960K | Sell |
20,480
-442
| -2% | -$20.7K | 0.64% | 33 |
|
|
2022
Q3 | $837K | Buy |
20,922
+280
| +1% | +$11.2K | 0.52% | 42 |
|
|
2022
Q2 | $880K | Sell |
20,642
-1,700
| -8% | -$72.5K | 0.53% | 40 |
|
|
2022
Q1 | $1.25M | Sell |
22,342
-613
| -3% | -$34.2K | 0.65% | 34 |
|
|
2021
Q4 | $1.27M | Buy |
22,955
+2
| +0% | +$111 | 0.68% | 36 |
|
|
2021
Q3 | $1.25M | Hold |
22,953
| – | – | 0.7% | 34 |
|
|
2021
Q2 | $1.22M | Buy |
22,953
+633
| +3% | +$33.6K | 0.7% | 33 |
|
|
2021
Q1 | $1.16M | Buy |
22,320
+190
| +0.9% | +$9.88K | 0.7% | 31 |
|
|
2020
Q4 | $995K | Sell |
22,130
-1,463
| -6% | -$65.8K | 0.69% | 35 |
|
|
2020
Q3 | $910K | Buy |
23,593
+985
| +4% | +$38K | 0.73% | 36 |
|
|
2020
Q2 | $1.06M | Sell |
22,608
-721
| -3% | -$33.6K | 0.94% | 28 |
|
|
2020
Q1 | $998K | Sell |
23,329
-910
| -4% | -$38.9K | 1.03% | 27 |
|
|
2019
Q4 | $1.19M | Buy |
+24,239
| New | +$1.19M | 0.99% | 25 |
|