IWA
IVC Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
16,607
-213
| -1% | -$14.8K | 0.56% | 38 |
|
|
2025
Q1 | $1.04M | Sell |
16,820
-103
| -0.6% | -$6.36K | 0.56% | 40 |
|
|
2024
Q4 | $1M | Sell |
16,923
-1,200
| -7% | -$71K | 0.56% | 38 |
|
|
2024
Q3 | $965K | Sell |
18,123
-1,479
| -8% | -$78.7K | 0.53% | 45 |
|
|
2024
Q2 | $931K | Buy |
19,602
+1,114
| +6% | +$52.9K | 0.52% | 48 |
|
|
2024
Q1 | $923K | Buy |
18,488
+494
| +3% | +$24.7K | 0.53% | 47 |
|
|
2023
Q4 | $909K | Sell |
17,994
-215
| -1% | -$10.9K | 0.57% | 46 |
|
|
2023
Q3 | $979K | Sell |
18,209
-145
| -0.8% | -$7.8K | 0.65% | 38 |
|
|
2023
Q2 | $950K | Buy |
18,354
+129
| +0.7% | +$6.67K | 0.6% | 43 |
|
|
2023
Q1 | $953K | Sell |
18,225
-718
| -4% | -$37.5K | 0.68% | 36 |
|
|
2022
Q4 | $902K | Buy |
18,943
+417
| +2% | +$19.9K | 0.66% | 45 |
|
|
2022
Q3 | $741K | Buy |
18,526
+772
| +4% | +$30.9K | 0.6% | 46 |
|
|
2022
Q2 | $757K | Buy |
17,754
+733
| +4% | +$31.3K | 0.59% | 47 |
|
|
2022
Q1 | $949K | Buy |
17,021
+1,251
| +8% | +$69.7K | 0.62% | 41 |
|
|
2021
Q4 | $999K | Buy |
15,770
+400
| +3% | +$25.3K | 0.64% | 42 |
|
|
2021
Q3 | $837K | Hold |
15,370
| – | – | 0.58% | 46 |
|
|
2021
Q2 | $815K | Buy |
15,370
+875
| +6% | +$46.4K | 0.57% | 49 |
|
|
2021
Q1 | $750K | Buy |
14,495
+2,135
| +17% | +$110K | 0.59% | 47 |
|
|
2020
Q4 | $553K | Buy |
+12,360
| New | +$553K | 0.53% | 53 |
|