ISWM
Independent Solutions Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.83M | Buy |
84,049
+2,054
| +3% | +$142K | 1.14% | 22 |
|
|
2025
Q1 | $5.06M | Buy |
81,995
+277
| +0.3% | +$17.1K | 1.13% | 24 |
|
|
2024
Q4 | $4.84M | Buy |
81,718
+3,084
| +4% | +$183K | 1.06% | 26 |
|
|
2024
Q3 | $4.18M | Sell |
78,634
-1,186
| -1% | -$63.1K | 0.95% | 28 |
|
|
2024
Q2 | $3.79M | Sell |
79,820
-7,148
| -8% | -$340K | 0.87% | 31 |
|
|
2024
Q1 | $4.34M | Buy |
86,968
+3,300
| +4% | +$165K | 1.03% | 24 |
|
|
2023
Q4 | $4.23M | Sell |
83,668
-24,598
| -23% | -$1.24M | 1.08% | 20 |
|
|
2023
Q3 | $5.82M | Buy |
108,266
+11,647
| +12% | +$626K | 1.51% | 15 |
|
|
2023
Q2 | $5M | Buy |
96,619
+7,234
| +8% | +$374K | 1.26% | 16 |
|
|
2023
Q1 | $4.67M | Sell |
89,385
-1,333
| -1% | -$69.7K | 1.38% | 14 |
|
|
2022
Q4 | $4.32M | Buy |
90,718
+2,738
| +3% | +$130K | 1.32% | 16 |
|
|
2022
Q3 | $3.52M | Buy |
87,980
+24,963
| +40% | +$999K | 1.15% | 18 |
|
|
2022
Q2 | $2.69M | Sell |
63,017
-16,927
| -21% | -$722K | 0.84% | 27 |
|
|
2022
Q1 | $4.46M | Buy |
79,944
+6,028
| +8% | +$336K | 1.05% | 19 |
|
|
2021
Q4 | $4.68M | Buy |
73,916
+5,190
| +8% | +$329K | 1.1% | 21 |
|
|
2021
Q3 | $3.74M | Buy |
68,726
+1,387
| +2% | +$75.5K | 0.93% | 25 |
|
|
2021
Q2 | $3.57M | Buy |
67,339
+7,231
| +12% | +$383K | 0.87% | 28 |
|
|
2021
Q1 | $3.11M | Buy |
60,108
+3,361
| +6% | +$174K | 0.85% | 28 |
|
|
2020
Q4 | $2.54M | Buy |
56,747
+1,314
| +2% | +$58.8K | 0.79% | 31 |
|
|
2020
Q3 | $2.18M | Buy |
55,433
+16,057
| +41% | +$632K | 0.83% | 31 |
|
|
2020
Q2 | $1.84M | Sell |
39,376
-1,820
| -4% | -$84.9K | 0.79% | 32 |
|
|
2020
Q1 | $1.62M | Sell |
41,196
-2,661
| -6% | -$105K | 0.89% | 26 |
|
|
2019
Q4 | $2.1M | Buy |
+43,857
| New | +$2.1M | 0.93% | 26 |
|