KCFA
Key Client Fiduciary Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Sell |
7,540
-196
| -3% | -$13.6K | 0.21% | 106 |
|
|
2025
Q1 | $477K | Sell |
7,736
-462
| -6% | -$28.5K | 0.22% | 104 |
|
|
2024
Q4 | $485K | Sell |
8,198
-592
| -7% | -$35K | 0.21% | 102 |
|
|
2024
Q3 | $468K | Buy |
8,790
+9
| +0.1% | +$479 | 0.21% | 104 |
|
|
2024
Q2 | $417K | Sell |
8,781
-873
| -9% | -$41.5K | 0.21% | 104 |
|
|
2024
Q1 | $482K | Buy |
9,654
+893
| +10% | +$44.6K | 0.26% | 99 |
|
|
2023
Q4 | $443K | Sell |
8,761
-413
| -5% | -$20.9K | 0.26% | 95 |
|
|
2023
Q3 | $493K | Sell |
9,174
-742
| -7% | -$39.9K | 0.3% | 80 |
|
|
2023
Q2 | $513K | Buy |
9,916
+906
| +10% | +$46.9K | 0.3% | 75 |
|
|
2023
Q1 | $471K | Sell |
9,010
-770
| -8% | -$40.3K | 0.29% | 78 |
|
|
2022
Q4 | $466K | Buy |
9,780
+4,315
| +79% | +$206K | 0.31% | 72 |
|
|
2022
Q3 | $219K | Buy |
5,465
+11
| +0.2% | +$441 | 0.2% | 94 |
|
|
2022
Q2 | $233K | Buy |
+5,454
| New | +$233K | 0.23% | 94 |
|