Jackson Grant Investment Advisers’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Buy |
7,438
+40
| +0.5% | +$2.78K | 0.19% | 66 |
|
|
2025
Q1 | $457K | Buy |
7,398
+35
| +0.5% | +$2.16K | 0.18% | 67 |
|
|
2024
Q4 | $436K | Buy |
7,363
+38
| +0.5% | +$2.25K | 0.17% | 69 |
|
|
2024
Q3 | $390K | Buy |
7,325
+45
| +0.6% | +$2.4K | 0.15% | 75 |
|
|
2024
Q2 | $346K | Buy |
7,280
+43
| +0.6% | +$2.04K | 0.14% | 78 |
|
|
2024
Q1 | $361K | Buy |
7,237
+39
| +0.5% | +$1.95K | 0.15% | 77 |
|
|
2023
Q4 | $364K | Buy |
7,198
+38
| +0.5% | +$1.92K | 0.16% | 73 |
|
|
2023
Q3 | $385K | Sell |
7,160
-26
| -0.4% | -$1.4K | 0.19% | 67 |
|
|
2023
Q2 | $372K | Buy |
7,186
+42
| +0.6% | +$2.17K | 0.17% | 71 |
|
|
2023
Q1 | $373K | Buy |
7,144
+104
| +1% | +$5.44K | 0.18% | 75 |
|
|
2022
Q4 | $335K | Buy |
7,040
+44
| +0.6% | +$2.1K | 0.16% | 76 |
|
|
2022
Q3 | $280K | Buy |
6,996
+42
| +0.6% | +$1.68K | 0.15% | 76 |
|
|
2022
Q2 | $297K | Buy |
6,954
+36
| +0.5% | +$1.54K | 0.15% | 76 |
|
|
2022
Q1 | $386K | Buy |
6,918
+32
| +0.5% | +$1.79K | 0.16% | 74 |
|
|
2021
Q4 | $436K | Buy |
6,886
+33
| +0.5% | +$2.09K | 0.22% | 57 |
|
|
2021
Q3 | $373K | Buy |
6,853
+487
| +8% | +$26.5K | 0.17% | 79 |
|
|
2021
Q2 | $337K | Buy |
6,366
+79
| +1% | +$4.18K | 0.15% | 80 |
|
|
2021
Q1 | $325K | Buy |
6,287
+838
| +15% | +$43.3K | 0.15% | 81 |
|
|
2020
Q4 | $244K | Buy |
5,449
+42
| +0.8% | +$1.88K | 0.12% | 82 |
|
|
2020
Q3 | $213K | Buy |
5,407
+36
| +0.7% | +$1.42K | 0.13% | 76 |
|
|
2020
Q2 | $251K | Buy |
5,371
+39
| +0.7% | +$1.82K | 0.16% | 70 |
|
|
2020
Q1 | $210K | Buy |
5,332
+33
| +0.6% | +$1.3K | 0.15% | 70 |
|
|
2019
Q4 | $254K | Buy |
5,299
+233
| +5% | +$11.2K | 0.14% | 77 |
|
|
2019
Q3 | $250K | Buy |
5,066
+28
| +0.6% | +$1.38K | 0.14% | 75 |
|
|
2019
Q2 | $276K | Buy |
5,038
+28
| +0.6% | +$1.53K | 0.16% | 70 |
|
|
2019
Q1 | $271K | Buy |
5,010
+33
| +0.7% | +$1.79K | 0.16% | 68 |
|
|
2018
Q4 | $216K | Buy |
4,977
+555
| +13% | +$24.1K | 0.15% | 74 |
|
|
2018
Q3 | $215K | Buy |
4,422
+34
| +0.8% | +$1.65K | 0.13% | 84 |
|
|
2018
Q2 | $189K | Sell |
4,388
-90
| -2% | -$3.88K | 0.13% | 87 |
|
|
2018
Q1 | $192K | Buy |
4,478
+153
| +4% | +$6.56K | 0.13% | 84 |
|
|
2017
Q4 | $166K | Buy |
4,325
+36
| +0.8% | +$1.38K | 0.11% | 90 |
|
|
2017
Q3 | $144K | Buy |
4,289
+39
| +0.9% | +$1.31K | 0.1% | 89 |
|
|
2017
Q2 | $133K | Hold |
4,250
| – | – | 0.1% | 87 |
|
|
2017
Q1 | $144K | Hold |
4,250
| – | – | 0.12% | 81 |
|
|
2016
Q4 | $128K | Buy |
4,250
+4,150
| +4,150% | +$125K | 0.11% | 81 |
|
|
2016
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 166 |
|
|
2016
Q1 | – | Sell |
-500
| Closed | -$14K | – | 167 |
|
|
2015
Q4 | $14K | Buy |
+500
| New | +$14K | 0.01% | 152 |
|