IWS
Insight Wealth Strategies’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
+3,123
| New | +$216K | 0.03% | 166 |
|
|
2024
Q2 | – | Sell |
-4,021
| Closed | -$201K | – | 160 |
|
|
2024
Q1 | $201K | Sell |
4,021
-37
| -0.9% | -$1.85K | 0.03% | 158 |
|
|
2023
Q4 | $205K | Buy |
+4,058
| New | +$205K | 0.03% | 149 |
|
|
2022
Q1 | – | Sell |
-3,308
| Closed | -$210K | – | 159 |
|
|
2021
Q4 | $210K | Buy |
+3,308
| New | +$210K | 0.03% | 148 |
|
|
2021
Q2 | – | Sell |
-11,668
| Closed | -$603K | – | 197 |
|
|
2021
Q1 | $603K | Sell |
11,668
-40
| -0.3% | -$2.07K | 0.08% | 134 |
|
|
2020
Q4 | $524K | Sell |
11,708
-51
| -0.4% | -$2.28K | 0.09% | 113 |
|
|
2020
Q3 | $463K | Buy |
11,759
+147
| +1% | +$5.79K | 0.09% | 107 |
|
|
2020
Q2 | $542K | Buy |
11,612
+6,401
| +123% | +$299K | 0.12% | 80 |
|
|
2020
Q1 | $205K | Sell |
5,211
-7,840
| -60% | -$308K | 0.05% | 143 |
|
|
2019
Q4 | $626K | Sell |
13,051
-8,287
| -39% | -$397K | 0.13% | 103 |
|
|
2019
Q3 | $1.05M | Buy |
21,338
+1,478
| +7% | +$73K | 0.25% | 66 |
|
|
2019
Q2 | $1.09M | Buy |
19,860
+67
| +0.3% | +$3.67K | 0.27% | 60 |
|
|
2019
Q1 | $1.07M | Buy |
19,793
+428
| +2% | +$23.1K | 0.3% | 59 |
|
|
2018
Q4 | $839K | Buy |
+19,365
| New | +$839K | 0.26% | 60 |
|