KWM
Kingsview Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.29M | Buy |
76,268
+4,140
| +6% | +$287K | 0.09% | 231 |
|
|
2025
Q1 | $4.45M | Sell |
72,128
-4,558
| -6% | -$281K | 0.08% | 232 |
|
|
2024
Q4 | $4.54M | Sell |
76,686
-162,743
| -68% | -$9.63M | 0.09% | 217 |
|
|
2024
Q3 | $12.7M | Buy |
239,429
+10,734
| +5% | +$571K | 0.27% | 70 |
|
|
2024
Q2 | $10.9M | Sell |
228,695
-64,563
| -22% | -$3.07M | 0.26% | 75 |
|
|
2024
Q1 | $14.6M | Buy |
293,258
+4,200
| +1% | +$210K | 0.37% | 50 |
|
|
2023
Q4 | $14.6M | Buy |
289,058
+56,814
| +24% | +$2.87M | 0.44% | 48 |
|
|
2023
Q3 | $12.5M | Sell |
232,244
-6,641
| -3% | -$357K | 0.45% | 47 |
|
|
2023
Q2 | $12.4M | Buy |
238,885
+3,315
| +1% | +$172K | 0.48% | 42 |
|
|
2023
Q1 | $12.3M | Buy |
235,570
+9,291
| +4% | +$486K | 0.52% | 37 |
|
|
2022
Q4 | $10.8M | Buy |
226,279
+8,450
| +4% | +$403K | 0.47% | 45 |
|
|
2022
Q3 | $8.71M | Buy |
217,829
+7,870
| +4% | +$315K | 0.41% | 54 |
|
|
2022
Q2 | $8.95M | Buy |
209,959
+7,151
| +4% | +$305K | 0.43% | 50 |
|
|
2022
Q1 | $11.3M | Buy |
202,808
+18,642
| +10% | +$1.04M | 0.5% | 40 |
|
|
2021
Q4 | $11.7M | Buy |
184,166
+691
| +0.4% | +$43.8K | 0.49% | 38 |
|
|
2021
Q3 | $9.99M | Sell |
183,475
-15,477
| -8% | -$842K | 0.47% | 37 |
|
|
2021
Q2 | $10.6M | Buy |
198,952
+26,301
| +15% | +$1.4M | 0.52% | 32 |
|
|
2021
Q1 | $8.97M | Sell |
172,651
-154
| -0.1% | -$8K | 0.51% | 36 |
|
|
2020
Q4 | $7.73M | Sell |
172,805
-7,768
| -4% | -$348K | 0.56% | 36 |
|
|
2020
Q3 | $7.11M | Buy |
180,573
+5,164
| +3% | +$203K | 0.64% | 28 |
|
|
2020
Q2 | $8.18M | Sell |
175,409
-567
| -0.3% | -$26.4K | 0.82% | 17 |
|
|
2020
Q1 | $6.92M | Buy |
175,976
+36,170
| +26% | +$1.42M | 0.93% | 19 |
|
|
2019
Q4 | $6.71M | Buy |
139,806
+16,600
| +13% | +$796K | 0.84% | 19 |
|
|
2019
Q3 | $6.09M | Buy |
123,206
+7,697
| +7% | +$380K | 0.96% | 15 |
|
|
2019
Q2 | $6.32M | Sell |
115,509
-9,997
| -8% | -$547K | 1.06% | 13 |
|
|
2019
Q1 | $3.78M | Buy |
125,506
+26,914
| +27% | +$810K | 0.57% | 41 |
|
|
2018
Q4 | $4.27M | Buy |
98,592
+6,991
| +8% | +$303K | 0.93% | 18 |
|
|
2018
Q3 | $4.46M | Buy |
91,601
+1,300
| +1% | +$63.3K | 0.9% | 19 |
|
|
2018
Q2 | $3.89M | Buy |
90,301
+5,562
| +7% | +$239K | 0.93% | 23 |
|
|
2018
Q1 | $3.64M | Buy |
84,739
+65,524
| +341% | +$2.81M | 0.9% | 25 |
|
|
2017
Q4 | $736K | Buy |
19,215
+9,675
| +101% | +$371K | 0.26% | 115 |
|
|
2017
Q3 | $321K | Sell |
9,540
-16,565
| -63% | -$557K | 0.14% | 205 |
|
|
2017
Q2 | $818K | Sell |
26,105
-10
| -0% | -$313 | 0.42% | 71 |
|
|
2017
Q1 | $883K | Buy |
+26,115
| New | +$883K | 0.52% | 57 |
|