IWP
Icon Wealth Partners’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.97M | Sell |
73,864
-9,356
| -11% | -$503K | 0.45% | 46 |
|
|
2023
Q2 | $4.31M | Sell |
83,220
-11,281
| -12% | -$584K | 0.46% | 47 |
|
|
2023
Q1 | $4.94M | Buy |
+94,501
| New | +$4.94M | 0.54% | 39 |
|
|
2022
Q2 | $5.27M | Sell |
123,535
-1,277
| -1% | -$54.5K | 0.63% | 35 |
|
|
2022
Q1 | $6.96M | Buy |
124,812
+5,139
| +4% | +$287K | 0.69% | 28 |
|
|
2021
Q4 | $7.58M | Sell |
119,673
-8,108
| -6% | -$514K | 0.76% | 31 |
|
|
2021
Q3 | $6.96M | Buy |
127,781
+154
| +0.1% | +$8.38K | 0.73% | 32 |
|
|
2021
Q2 | $6.76M | Buy |
127,627
+5,225
| +4% | +$277K | 0.73% | 32 |
|
|
2021
Q1 | $6.33M | Buy |
122,402
+16,014
| +15% | +$828K | 0.79% | 31 |
|
|
2020
Q4 | $4.76M | Sell |
106,388
-2,514
| -2% | -$113K | 0.75% | 32 |
|
|
2020
Q3 | $4.29M | Buy |
108,902
+32,487
| +43% | +$1.28M | 0.83% | 28 |
|
|
2020
Q2 | $3.56M | Buy |
76,415
+33,635
| +79% | +$1.57M | 0.86% | 22 |
|
|
2020
Q1 | $1.68M | Buy |
42,780
+81
| +0.2% | +$3.19K | 0.66% | 26 |
|
|
2019
Q4 | $2.05M | Buy |
42,699
+681
| +2% | +$32.7K | 0.65% | 27 |
|
|
2019
Q3 | $2.08M | Sell |
42,018
-365
| -0.9% | -$18K | 0.71% | 24 |
|
|
2019
Q2 | $2.32M | Buy |
42,383
+1,685
| +4% | +$92.2K | 0.82% | 22 |
|
|
2019
Q1 | $2.2M | Sell |
40,698
-600
| -1% | -$32.4K | 0.82% | 23 |
|
|
2018
Q4 | $1.79M | Sell |
41,298
-116
| -0.3% | -$5.03K | 0.86% | 24 |
|
|
2018
Q3 | $2.02M | Sell |
41,414
-1,526
| -4% | -$74.2K | 0.84% | 23 |
|
|
2018
Q2 | $1.85M | Sell |
42,940
-3,937
| -8% | -$169K | 0.78% | 23 |
|
|
2018
Q1 | $2.01M | Sell |
46,877
-4,059
| -8% | -$174K | 1.08% | 20 |
|
|
2017
Q4 | $1.95M | Buy |
+50,936
| New | +$1.95M | 0.97% | 16 |
|