KFA
Kapstone Financial Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
15,541
-300
| -2% | -$20.8K | 0.54% | 31 |
|
|
2025
Q1 | $978K | Hold |
15,841
| – | – | 0.55% | 34 |
|
|
2024
Q4 | $943K | Sell |
15,841
-840
| -5% | -$50K | 0.5% | 34 |
|
|
2024
Q3 | $884K | Sell |
16,681
-751
| -4% | -$39.8K | 0.54% | 34 |
|
|
2024
Q2 | $828K | Sell |
17,432
-2,183
| -11% | -$104K | 0.54% | 33 |
|
|
2024
Q1 | $979K | Hold |
19,615
| – | – | 0.67% | 30 |
|
|
2023
Q4 | $1.03M | Sell |
19,615
-57
| -0.3% | -$2.98K | 0.8% | 28 |
|
|
2023
Q3 | $1.06M | Hold |
19,672
| – | – | 0.95% | 24 |
|
|
2023
Q2 | $1.04M | Sell |
19,672
-244
| -1% | -$12.8K | 0.86% | 24 |
|
|
2023
Q1 | $1.01M | Hold |
19,916
| – | – | 0.91% | 24 |
|
|
2022
Q4 | $982K | Buy |
+19,916
| New | +$982K | 0.89% | 23 |
|