IA
IAM Advisory’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-33,033
| Closed | -$1.67M | – | 104 |
|
|
2023
Q4 | $1.67M | Buy |
33,033
+1,066
| +3% | +$53.9K | 0.52% | 34 |
|
|
2023
Q3 | $1.72M | Buy |
31,967
+1,018
| +3% | +$54.7K | 0.6% | 22 |
|
|
2023
Q2 | $1.6M | Buy |
30,949
+1,762
| +6% | +$91.2K | 0.55% | 28 |
|
|
2023
Q1 | $1.53M | Buy |
29,187
+3,065
| +12% | +$160K | 0.53% | 28 |
|
|
2022
Q4 | $1.24M | Sell |
26,122
-7,385
| -22% | -$352K | 0.46% | 33 |
|
|
2022
Q3 | $1.34M | Buy |
33,507
+2,224
| +7% | +$88.9K | 0.57% | 23 |
|
|
2022
Q2 | $1.33M | Buy |
31,283
+1,135
| +4% | +$48.4K | 0.55% | 23 |
|
|
2022
Q1 | $1.68M | Buy |
30,148
+9,372
| +45% | +$523K | 0.68% | 19 |
|
|
2021
Q4 | $1.28M | Buy |
20,776
+790
| +4% | +$48.8K | 0.51% | 29 |
|
|
2021
Q3 | $1.1M | Buy |
+19,986
| New | +$1.1M | 0.47% | 33 |
|
|
2021
Q2 | – | Sell |
-26,623
| Closed | -$1.36M | – | 58 |
|
|
2021
Q1 | $1.36M | Buy |
26,623
+943
| +4% | +$48.2K | 0.59% | 19 |
|
|
2020
Q4 | $1.18M | Buy |
+25,680
| New | +$1.18M | 0.59% | 23 |
|