HFP
Holistic Financial Partners’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
+3,914
| New | +$272K | 0.12% | 97 |
|
|
2023
Q3 | – | Sell |
-6,482
| Closed | -$335K | – | 109 |
|
|
2023
Q2 | $335K | Sell |
6,482
-824
| -11% | -$42.6K | 0.23% | 60 |
|
|
2023
Q1 | $382K | Buy |
7,306
+1,037
| +17% | +$54.2K | 0.3% | 53 |
|
|
2022
Q4 | $299K | Buy |
+6,269
| New | +$299K | 0.27% | 63 |
|
|
2022
Q3 | – | Sell |
-4,798
| Closed | -$205K | – | 91 |
|
|
2022
Q2 | $205K | Sell |
4,798
-3,809
| -44% | -$163K | 0.19% | 85 |
|
|
2022
Q1 | $480K | Buy |
8,607
+558
| +7% | +$31.1K | 0.31% | 43 |
|
|
2021
Q4 | $510K | Sell |
8,049
-132
| -2% | -$8.36K | 0.3% | 45 |
|
|
2021
Q3 | $445K | Sell |
8,181
-312
| -4% | -$17K | 0.27% | 50 |
|
|
2021
Q2 | $450K | Buy |
8,493
+964
| +13% | +$51.1K | 0.27% | 54 |
|
|
2021
Q1 | $389K | Buy |
7,529
+122
| +2% | +$6.3K | 0.26% | 55 |
|
|
2020
Q4 | $331K | Buy |
7,407
+788
| +12% | +$35.2K | 0.23% | 61 |
|
|
2020
Q3 | $262K | Buy |
6,619
+501
| +8% | +$19.8K | 0.21% | 64 |
|
|
2020
Q2 | $285K | Buy |
6,118
+47
| +0.8% | +$2.19K | 0.25% | 47 |
|
|
2020
Q1 | $239K | Sell |
6,071
-360
| -6% | -$14.2K | 0.25% | 52 |
|
|
2019
Q4 | $308K | Sell |
6,431
-291
| -4% | -$13.9K | 0.18% | 71 |
|
|
2019
Q3 | $330K | Buy |
6,722
+47
| +0.7% | +$2.31K | 0.29% | 49 |
|
|
2019
Q2 | $365K | Sell |
6,675
-380
| -5% | -$20.8K | 0.36% | 36 |
|
|
2019
Q1 | $381K | Buy |
7,055
+257
| +4% | +$13.9K | 0.16% | 69 |
|
|
2018
Q4 | $295K | Sell |
6,798
-1,005
| -13% | -$43.6K | 0.31% | 41 |
|
|
2018
Q3 | $380K | Buy |
+7,803
| New | +$380K | 0.35% | 35 |
|
|
2018
Q2 | – | Sell |
-7,772
| Closed | -$333K | – | 106 |
|
|
2018
Q1 | $333K | Sell |
7,772
-1,124
| -13% | -$48.2K | 0.28% | 35 |
|
|
2017
Q4 | $341K | Buy |
+8,896
| New | +$341K | 0.28% | 38 |
|