IWP
Insight Wealth Partners’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
17,286
+125
| +0.7% | +$8.67K | 0.47% | 36 |
|
|
2025
Q1 | $1.06M | Sell |
17,161
-168
| -1% | -$10.4K | 0.18% | 36 |
|
|
2024
Q4 | $1.03M | Sell |
17,329
-472
| -3% | -$27.9K | 0.14% | 36 |
|
|
2024
Q3 | $947K | Buy |
17,801
+1,118
| +7% | +$59.5K | 0.19% | 40 |
|
|
2024
Q2 | $793K | Hold |
16,683
| – | – | 0.14% | 38 |
|
|
2024
Q1 | $833K | Hold |
16,683
| – | – | 0.14% | 37 |
|
|
2023
Q4 | $843K | Buy |
16,683
+200
| +1% | +$10.1K | 0.15% | 33 |
|
|
2023
Q3 | $886K | Hold |
16,483
| – | – | 0.17% | 28 |
|
|
2023
Q2 | $853K | Hold |
16,483
| – | – | 0.2% | 34 |
|
|
2023
Q1 | $862K | Hold |
16,483
| – | – | 0.19% | 27 |
|
|
2022
Q4 | $785K | Hold |
16,483
| – | – | 0.59% | 26 |
|
|
2022
Q3 | $659K | Hold |
16,483
| – | – | 0.62% | 29 |
|
|
2022
Q2 | $703K | Sell |
16,483
-2,636
| -14% | -$112K | 0.53% | 29 |
|
|
2022
Q1 | $1.07M | Hold |
19,119
| – | – | 0.59% | 24 |
|
|
2021
Q4 | $1.21M | Hold |
19,119
| – | – | 0.23% | 21 |
|
|
2021
Q3 | $1.04M | Sell |
19,119
-200
| -1% | -$10.9K | 0.56% | 23 |
|
|
2021
Q2 | $1.02M | Hold |
19,319
| – | – | 0.55% | 26 |
|
|
2021
Q1 | $999K | Hold |
19,319
| – | – | 0.49% | 25 |
|
|
2020
Q4 | $865K | Sell |
19,319
-40
| -0.2% | -$1.79K | 0.53% | 27 |
|
|
2020
Q3 | $763K | Hold |
19,359
| – | – | 0.73% | 26 |
|
|
2020
Q2 | $903K | Buy |
19,359
+40
| +0.2% | +$1.87K | 0.93% | 16 |
|
|
2020
Q1 | $759K | Hold |
19,319
| – | – | 0.99% | 19 |
|
|
2019
Q4 | $927K | Buy |
+19,319
| New | +$927K | 0.92% | 18 |
|