Marcum Wealth’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.15M | Buy |
18,555
+1,629
| +10% | +$101K | 0.1% | 104 |
|
|
2024
Q4 | $1M | Sell |
16,926
-3,701
| -18% | -$219K | 0.09% | 115 |
|
|
2024
Q3 | $1.1M | Sell |
20,627
-1,818
| -8% | -$96.8K | 0.1% | 98 |
|
|
2024
Q2 | $1.07M | Sell |
22,445
-1,901
| -8% | -$90.3K | 0.11% | 96 |
|
|
2024
Q1 | $1.22M | Buy |
24,346
+943
| +4% | +$47.1K | 0.12% | 85 |
|
|
2023
Q4 | $1.18M | Buy |
23,403
+1,276
| +6% | +$64.5K | 0.13% | 87 |
|
|
2023
Q3 | $1.19M | Sell |
22,127
-2,582
| -10% | -$139K | 0.14% | 82 |
|
|
2023
Q2 | $1.28M | Sell |
24,709
-1,416
| -5% | -$73.3K | 0.15% | 75 |
|
|
2023
Q1 | $1.37M | Buy |
26,125
+1,889
| +8% | +$98.7K | 0.17% | 68 |
|
|
2022
Q4 | $1.15M | Sell |
24,236
-4,710
| -16% | -$224K | 0.15% | 75 |
|
|
2022
Q3 | $1.16M | Sell |
28,946
-305
| -1% | -$12.2K | 0.18% | 66 |
|
|
2022
Q2 | $1.25M | Buy |
29,251
+542
| +2% | +$23.1K | 0.19% | 66 |
|
|
2022
Q1 | $1.6M | Buy |
28,709
+2,267
| +9% | +$126K | 0.22% | 63 |
|
|
2021
Q4 | $1.68M | Buy |
26,442
+2,398
| +10% | +$152K | 0.23% | 59 |
|
|
2021
Q3 | $1.31M | Buy |
24,044
+69
| +0.3% | +$3.76K | 0.21% | 70 |
|
|
2021
Q2 | $1.27M | Sell |
23,975
-4,576
| -16% | -$243K | 0.21% | 66 |
|
|
2021
Q1 | $1.48M | Buy |
28,551
+21,986
| +335% | +$1.14M | 0.24% | 53 |
|
|
2020
Q4 | $294K | Sell |
6,565
-944
| -13% | -$42.3K | 0.07% | 105 |
|
|
2020
Q3 | $296K | Sell |
7,509
-23
| -0.3% | -$907 | 0.09% | 82 |
|
|
2020
Q2 | $351K | Sell |
7,532
-119
| -2% | -$5.55K | 0.11% | 78 |
|
|
2020
Q1 | $301K | Sell |
7,651
-561
| -7% | -$22.1K | 0.12% | 60 |
|
|
2019
Q4 | $394K | Buy |
+8,212
| New | +$394K | 0.15% | 63 |
|