Mark Sheptoff Financial Planning’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Buy |
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|
2025
Q1 | $253K | Hold |
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|
2024
Q4 | $243K | Hold |
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|
2024
Q3 | $218K | Hold |
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|
2024
Q2 | $195K | Hold |
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|
2024
Q1 | $205K | Hold |
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|
2023
Q4 | $207K | Hold |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $212K | Hold |
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|
2023
Q1 | $214K | Hold |
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|
2022
Q4 | $195K | Hold |
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|
2022
Q3 | $164K | Hold |
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|
2022
Q2 | $175K | Hold |
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|
2022
Q1 | $229K | Sell |
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|
2021
Q4 | $272K | Sell |
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|
2021
Q3 | $245K | Sell |
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|
2021
Q2 | $254K | Buy |
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|
2021
Q1 | $181K | Sell |
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|
2020
Q4 | $210K | Hold |
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|
2020
Q3 | $185K | Sell |
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|
2020
Q2 | $1.71M | Buy |
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|
2020
Q1 | $265K | Hold |
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|
2019
Q4 | $323K | Hold |
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|
2019
Q3 | $333K | Sell |
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|
2019
Q2 | $1M | Buy |
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|
2019
Q1 | $698K | Buy |
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|
2018
Q4 | $437K | Sell |
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|
2018
Q3 | $539K | Hold |
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|
2018
Q2 | $477K | Buy |
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|
2018
Q1 | $468K | Hold |
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|
2017
Q4 | $417K | Hold |
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|
2017
Q3 | $367K | Sell |
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|
2017
Q2 | $369K | Buy |
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|
2017
Q1 | $135K | Buy |
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|
2016
Q4 | $121K | Hold |
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|
2016
Q3 | $127K | Buy |
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|
2016
Q2 | $90K | Buy |
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|
2016
Q1 | $85K | Hold |
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|
2015
Q4 | $81K | Hold |
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|
2015
Q3 | $79K | Sell |
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|
2015
Q2 | $114K | Sell |
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|
2015
Q1 | $140K | Buy |
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|
2014
Q4 | $86K | Hold |
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|
2014
Q3 | $78K | Buy |
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|
2014
Q2 | $75K | Hold |
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|
2014
Q1 | $67K | Buy |
|