Institute for Wealth Management’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.21M | Sell |
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|
2025
Q2 | $1.25M | Sell |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $966K | Buy |
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|
2024
Q1 | $922K | Sell |
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|
2023
Q4 | $969K | Sell |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $966K | Sell |
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|
2022
Q3 | $917K | Sell |
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|
2022
Q2 | $1M | Sell |
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|
2022
Q1 | $1.38M | Sell |
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|
2021
Q4 | $1.57M | Sell |
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|
2021
Q3 | $1.36M | Buy |
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|
2021
Q2 | $1.26M | Sell |
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|
2021
Q1 | $1.24M | Sell |
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|
2020
Q4 | $1.19M | Sell |
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|
2020
Q3 | $1.16M | Buy |
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|
2020
Q2 | $1.37M | Sell |
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|
2020
Q1 | $1.16M | Buy |
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|
2019
Q4 | $1.4M | Sell |
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|
2019
Q3 | $1.49M | Sell |
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|
2019
Q2 | $1.97M | Buy |
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|
2019
Q1 | $1.46M | Sell |
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|
2018
Q4 | $1.85M | Buy |
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|
2018
Q3 | $1.23M | Sell |
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|
2018
Q2 | $1.5M | Sell |
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|
2018
Q1 | $1.58M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $668K | Buy |
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|
2017
Q2 | $582K | Buy |
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