IWA
Icon Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8M | Buy |
54,740
+4,646
| +9% | +$322K | 0.27% | 68 |
|
|
2025
Q1 | $3.09M | Buy |
50,094
+248
| +0.5% | +$15.3K | 0.25% | 74 |
|
|
2024
Q4 | $2.95M | Buy |
49,846
+34
| +0.1% | +$2.01K | 0.24% | 77 |
|
|
2024
Q3 | $2.65M | Buy |
49,812
+702
| +1% | +$37.4K | 0.22% | 80 |
|
|
2024
Q2 | $2.38M | Sell |
49,110
-21,261
| -30% | -$1.03M | 0.21% | 83 |
|
|
2024
Q1 | $3.51M | Buy |
70,371
+2,171
| +3% | +$108K | 0.33% | 61 |
|
|
2023
Q4 | $3.45M | Buy |
+68,200
| New | +$3.45M | 0.36% | 58 |
|
|
2022
Q4 | $4.99M | Sell |
104,811
-878
| -0.8% | -$41.8K | 0.57% | 47 |
|
|
2022
Q3 | $4.23M | Buy |
+105,689
| New | +$4.23M | 0.51% | 47 |
|