Modera Wealth Management’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $57.6M | Sell |
742,536
-21,256
| -3% | -$1.66M | 0.69% | 37 |
|
|
2025
Q4 | $58.8M | Sell |
763,792
-30,210
| -4% | -$2.24M | 0.68% | 38 |
|
|
2025
Q3 | $54.3M | Sell |
794,002
-21,081
| -3% | -$1.44M | 0.63% | 40 |
|
|
2025
Q2 | $56.6M | Sell |
815,083
-10,344
| -1% | -$636K | 0.7% | 38 |
|
|
2025
Q1 | $50.9M | Sell |
825,427
-23,163
| -3% | -$1.43M | 0.69% | 37 |
|
|
2024
Q4 | $50.2M | Sell |
848,590
-4,535
| -0.5% | -$259K | 0.61% | 41 |
|
|
2024
Q3 | $45.4M | Sell |
853,125
-9,746
| -1% | -$474K | 0.58% | 43 |
|
|
2024
Q2 | $41M | Sell |
862,871
-9,042
| -1% | -$429K | 0.6% | 43 |
|
|
2024
Q1 | $43.5M | Sell |
871,913
-7,871
| -0.9% | -$393K | 0.66% | 39 |
|
|
2023
Q4 | $44.4M | Sell |
879,784
-16,920
| -2% | -$864K | 0.74% | 35 |
|
|
2023
Q3 | $48.2M | Sell |
896,704
-15,574
| -2% | -$840K | 0.91% | 26 |
|
|
2023
Q2 | $47.2M | Buy |
912,278
+895,332
| +5,283% | +$44M | 0.86% | 27 |
|
|
2023
Q1 | $886K | Sell |
16,946
-276
| -2% | -$13.5K | 0.03% | 168 |
|
|
2022
Q4 | $820K | Sell |
17,222
-470
| -3% | -$21.4K | 0.03% | 163 |
|
|
2022
Q3 | $708K | Sell |
17,692
-1,957
| -10% | -$86.8K | 0.04% | 159 |
|
|
2022
Q2 | $838K | Sell |
19,649
-529
| -3% | -$25.3K | 0.04% | 156 |
|
|
2022
Q1 | $1.13M | Sell |
20,178
-31,706
| -61% | -$1.79M | 0.05% | 146 |
|
|
2021
Q4 | $3.29M | Buy |
51,884
+37,789
| +268% | +$2.16M | 0.13% | 84 |
|
|
2021
Q3 | $767K | Buy |
14,095
+2,576
| +22% | +$145K | 0.04% | 127 |
|
|
2021
Q2 | $610K | Buy |
11,519
+459
| +4% | +$24.1K | 0.03% | 135 |
|
|
2021
Q1 | $572K | Sell |
11,060
-1,224
| -10% | -$57.5K | 0.04% | 132 |
|
|
2020
Q4 | $550K | Buy |
12,284
+3,189
| +35% | +$131K | 0.04% | 130 |
|
|
2020
Q3 | $358K | Sell |
9,095
-1,277
| -12% | -$55.7K | 0.05% | 110 |
|
|
2020
Q2 | $484K | Buy |
10,372
+65
| +0.6% | +$2.85K | 0.08% | 86 |
|
|
2020
Q1 | $405K | Buy |
10,307
+120
| +1% | +$5.26K | 0.08% | 92 |
|
|
2019
Q4 | $489K | Buy |
10,187
+70
| +0.7% | +$3.25K | 0.08% | 79 |
|
|
2019
Q3 | $500K | Buy |
10,117
+732
| +8% | +$38K | 0.08% | 75 |
|
|
2019
Q2 | $514K | Buy |
9,385
+1,337
| +17% | +$73.8K | 0.09% | 77 |
|
|
2019
Q1 | $435K | Sell |
8,048
-4,873
| -38% | -$237K | 0.08% | 80 |
|
|
2018
Q4 | $560K | Buy |
12,921
+768
| +6% | +$35.1K | 0.11% | 66 |
|
|
2018
Q3 | $591K | Buy |
12,153
+720
| +6% | +$32.4K | 0.12% | 67 |
|
|
2018
Q2 | $492K | Buy |
11,433
+52
| +0.5% | +$2.27K | 0.1% | 71 |
|
|
2018
Q1 | $488K | Buy |
11,381
+560
| +5% | +$23.8K | 0.1% | 71 |
|
|
2017
Q4 | $414K | Sell |
10,821
-1,820
| -14% | -$65K | 0.09% | 77 |
|
|
2017
Q3 | $425K | Buy |
+12,641
| New | +$402K | 0.1% | 76 |
|
|
2016
Q2 | – | Sell |
-11,718
| Closed | -$334K | – | 106 |
|
|
2016
Q1 | $334K | Buy |
+11,718
| New | +$301K | 0.12% | 78 |
|
Other funds holding CSCO
VCM
VPM
