IWC
Integrated Wealth Concepts’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.4M | Buy |
135,466
+4,569
| +3% | +$317K | 0.09% | 195 |
|
|
2025
Q1 | $8.08M | Sell |
130,897
-925
| -0.7% | -$57.1K | 0.09% | 210 |
|
|
2024
Q4 | $7.8M | Buy |
131,822
+179
| +0.1% | +$10.6K | 0.09% | 214 |
|
|
2024
Q3 | $7.01M | Sell |
131,643
-590
| -0.4% | -$31.4K | 0.09% | 223 |
|
|
2024
Q2 | $6.28M | Sell |
132,233
-13,023
| -9% | -$619K | 0.09% | 227 |
|
|
2024
Q1 | $7.25M | Sell |
145,256
-12,386
| -8% | -$618K | 0.11% | 212 |
|
|
2023
Q4 | $7.96M | Sell |
157,642
-16,459
| -9% | -$832K | 0.13% | 175 |
|
|
2023
Q3 | $9.36M | Sell |
174,101
-7,195
| -4% | -$387K | 0.17% | 147 |
|
|
2023
Q2 | $9.38M | Buy |
181,296
+24,499
| +16% | +$1.27M | 0.16% | 144 |
|
|
2023
Q1 | $8.2M | Buy |
156,797
+52,057
| +50% | +$2.72M | 0.17% | 132 |
|
|
2022
Q4 | $4.99M | Buy |
104,740
+14,308
| +16% | +$682K | 0.14% | 156 |
|
|
2022
Q3 | $3.62M | Buy |
90,432
+173
| +0.2% | +$6.92K | 0.12% | 177 |
|
|
2022
Q2 | $3.85M | Sell |
90,259
-2,840
| -3% | -$121K | 0.12% | 171 |
|
|
2022
Q1 | $5.19M | Buy |
93,099
+8,339
| +10% | +$465K | 0.16% | 124 |
|
|
2021
Q4 | $5.37M | Buy |
84,760
+3,840
| +5% | +$243K | 0.16% | 115 |
|
|
2021
Q3 | $4.4M | Buy |
80,920
+9,527
| +13% | +$518K | 0.14% | 129 |
|
|
2021
Q2 | $3.78M | Buy |
71,393
+3,354
| +5% | +$178K | 0.13% | 143 |
|
|
2021
Q1 | $3.52M | Sell |
68,039
-11,700
| -15% | -$605K | 0.14% | 127 |
|
|
2020
Q4 | $3.57M | Buy |
79,739
+8,674
| +12% | +$388K | 0.17% | 104 |
|
|
2020
Q3 | $2.8M | Buy |
71,065
+6,537
| +10% | +$257K | 0.17% | 106 |
|
|
2020
Q2 | $3.01M | Buy |
64,528
+14,851
| +30% | +$693K | 0.22% | 82 |
|
|
2020
Q1 | $1.95M | Sell |
49,677
-3,513
| -7% | -$138K | 0.18% | 93 |
|
|
2019
Q4 | $2.55M | Buy |
53,190
+17,081
| +47% | +$819K | 0.22% | 83 |
|
|
2019
Q3 | $1.78M | Buy |
36,109
+2,344
| +7% | +$116K | 0.2% | 87 |
|
|
2019
Q2 | $1.8M | Buy |
33,765
+12,096
| +56% | +$645K | 0.24% | 82 |
|
|
2019
Q1 | $1.17M | Buy |
21,669
+3,720
| +21% | +$201K | 0.2% | 91 |
|
|
2018
Q4 | $778K | Buy |
17,949
+2,488
| +16% | +$108K | 0.21% | 96 |
|
|
2018
Q3 | $756K | Sell |
15,461
-1,661
| -10% | -$81.2K | 0.23% | 83 |
|
|
2018
Q2 | $733K | Buy |
17,122
+2,702
| +19% | +$116K | 0.25% | 84 |
|
|
2018
Q1 | $591K | Buy |
14,420
+1,762
| +14% | +$72.2K | 0.24% | 87 |
|
|
2017
Q4 | $506K | Buy |
+12,658
| New | +$506K | 0.22% | 90 |
|