IFWM
Institute for Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
18,015
-85
| -0.5% | -$5.9K | 0.14% | 154 |
|
|
2025
Q1 | $1.12M | Sell |
18,100
-2,168
| -11% | -$134K | 0.14% | 163 |
|
|
2024
Q4 | $1.2M | Buy |
20,268
+416
| +2% | +$24.6K | 0.15% | 142 |
|
|
2024
Q3 | $1.06M | Sell |
19,852
-480
| -2% | -$25.5K | 0.13% | 165 |
|
|
2024
Q2 | $966K | Buy |
20,332
+1,858
| +10% | +$88.3K | 0.13% | 169 |
|
|
2024
Q1 | $922K | Sell |
18,474
-697
| -4% | -$34.8K | 0.12% | 177 |
|
|
2023
Q4 | $969K | Sell |
19,171
-106
| -0.5% | -$5.36K | 0.16% | 153 |
|
|
2023
Q3 | $1.04M | Sell |
19,277
-328
| -2% | -$17.6K | 0.19% | 129 |
|
|
2023
Q2 | $1.01M | Buy |
19,605
+5
| +0% | +$259 | 0.17% | 136 |
|
|
2023
Q1 | $1.02M | Sell |
19,600
-675
| -3% | -$35.3K | 0.2% | 131 |
|
|
2022
Q4 | $966K | Sell |
20,275
-2,655
| -12% | -$126K | 0.2% | 136 |
|
|
2022
Q3 | $917K | Sell |
22,930
-531
| -2% | -$21.2K | 0.21% | 130 |
|
|
2022
Q2 | $1M | Sell |
23,461
-1,199
| -5% | -$51.1K | 0.2% | 131 |
|
|
2022
Q1 | $1.38M | Sell |
24,660
-120
| -0.5% | -$6.69K | 0.22% | 115 |
|
|
2021
Q4 | $1.57M | Sell |
24,780
-246
| -1% | -$15.6K | 0.26% | 102 |
|
|
2021
Q3 | $1.36M | Buy |
25,026
+1,234
| +5% | +$67.2K | 0.24% | 106 |
|
|
2021
Q2 | $1.26M | Sell |
23,792
-273
| -1% | -$14.5K | 0.22% | 110 |
|
|
2021
Q1 | $1.24M | Sell |
24,065
-2,483
| -9% | -$128K | 0.24% | 108 |
|
|
2020
Q4 | $1.19M | Sell |
26,548
-2,988
| -10% | -$134K | 0.24% | 106 |
|
|
2020
Q3 | $1.16M | Buy |
29,536
+176
| +0.6% | +$6.93K | 0.27% | 96 |
|
|
2020
Q2 | $1.37M | Sell |
29,360
-147
| -0.5% | -$6.85K | 0.34% | 79 |
|
|
2020
Q1 | $1.16M | Buy |
29,507
+396
| +1% | +$15.6K | 0.36% | 70 |
|
|
2019
Q4 | $1.4M | Sell |
29,111
-1,034
| -3% | -$49.6K | 0.32% | 81 |
|
|
2019
Q3 | $1.49M | Sell |
30,145
-5,801
| -16% | -$287K | 0.38% | 61 |
|
|
2019
Q2 | $1.97M | Buy |
35,946
+8,908
| +33% | +$487K | 0.44% | 53 |
|
|
2019
Q1 | $1.46M | Sell |
27,038
-15,735
| -37% | -$850K | 0.32% | 73 |
|
|
2018
Q4 | $1.85M | Buy |
42,773
+17,273
| +68% | +$746K | 0.76% | 35 |
|
|
2018
Q3 | $1.23M | Sell |
25,500
-9,626
| -27% | -$466K | 0.42% | 83 |
|
|
2018
Q2 | $1.5M | Sell |
35,126
-331
| -0.9% | -$14.2K | 0.48% | 69 |
|
|
2018
Q1 | $1.58M | Buy |
+35,457
| New | +$1.58M | 0.46% | 65 |
|
|
2017
Q4 | – | Sell |
-19,862
| Closed | -$668K | – | 397 |
|
|
2017
Q3 | $668K | Buy |
19,862
+1,139
| +6% | +$38.3K | 0.22% | 155 |
|
|
2017
Q2 | $582K | Buy |
+18,723
| New | +$582K | 0.16% | 198 |
|