Kingswood Wealth Advisors’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Sell |
34,975
-4,933
| -12% | -$342K | 0.19% | 115 |
|
|
2025
Q1 | $2.46M | Sell |
39,908
-2,827
| -7% | -$174K | 0.23% | 105 |
|
|
2024
Q4 | $2.53M | Sell |
42,735
-17,211
| -29% | -$1.02M | 0.19% | 119 |
|
|
2024
Q3 | $3.19M | Buy |
59,946
+17,836
| +42% | +$949K | 0.23% | 106 |
|
|
2024
Q2 | $2M | Sell |
42,110
-5,423
| -11% | -$258K | 0.18% | 117 |
|
|
2024
Q1 | $2.37M | Sell |
47,533
-2,496
| -5% | -$125K | 0.27% | 82 |
|
|
2023
Q4 | $2.53M | Buy |
50,029
+20,265
| +68% | +$1.02M | 0.29% | 73 |
|
|
2023
Q3 | $3.23M | Sell |
29,764
-2,215,510
| -99% | -$240M | 0.55% | 41 |
|
|
2023
Q2 | $2.25M | Buy |
+2,245,274
| New | +$2.25M | 0.72% | 34 |
|