Marvin & Palmer Associates’s Cisco CSCO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.67M	Buy	96,203 +43,980	+84%	+$3.05M	5.72%	3
2025 Q1	$3.22M	Buy	+52,223	New	+$3.22M	4.81%	3
2013 Q4	–	Sell	-63,000	Closed	-$1.48M	–	67
2013 Q3	$1.48M	Buy	+63,000	New	+$1.48M	0.97%	40