Monterey Private Wealth’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $515K | Sell |
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|
2024
Q4 | $501K | Buy |
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|
2024
Q3 | $399K | Buy |
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|
2024
Q2 | $356K | Buy |
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|
2024
Q1 | $344K | Buy |
|
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|
2023
Q4 | $346K | Buy |
|
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|
2023
Q3 | $359K | Buy |
|
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|
2023
Q2 | $345K | Sell |
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|
2023
Q1 | $351K | Sell |
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|
2022
Q4 | $402K | Sell |
|
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|
2022
Q3 | $405K | Sell |
|
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|
2022
Q2 | $433K | Sell |
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|
2022
Q1 | $649K | Buy |
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|
2021
Q4 | $591K | Sell |
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|
2021
Q3 | $613K | Sell |
|
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|
2021
Q2 | $634K | Buy |
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|
2021
Q1 | $550K | Sell |
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|
2020
Q4 | $478K | Buy |
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|
2020
Q3 | $420K | Buy |
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|
2020
Q2 | $497K | Buy |
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|
2020
Q1 | $345K | Sell |
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|
2019
Q4 | $598K | Buy |
|