Kapstone Financial Advisors’s Cisco CSCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.08M Sell
2025
Q1
$978K Hold
2024
Q4
$943K Sell
2024
Q3
$884K Sell
2024
Q2
$828K Sell
2024
Q1
$979K Hold
2023
Q4
$1.03M Sell
2023
Q3
$1.06M Hold
2023
Q2
$1.04M Sell
2023
Q1
$1.01M Hold
2022
Q4
$982K Buy