Montis Financial’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $233K | Sell |
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|
2025
Q2 | $268K | Buy |
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|
2025
Q1 | $238K | Sell |
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|
2024
Q4 | $465K | Buy |
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|
2024
Q3 | $360K | Buy |
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|
2024
Q2 | $257K | Sell |
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|
2024
Q1 | $299K | Buy |
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|
2023
Q4 | $284K | Sell |
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|
2023
Q3 | $335K | Sell |
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|
2023
Q2 | $353K | Hold |
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|
2023
Q1 | $357K | Hold |
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|
2022
Q4 | $325K | Sell |
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|
2022
Q3 | $275K | Hold |
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|
2022
Q2 | $293K | Hold |
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|
2022
Q1 | $383K | Sell |
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|
2021
Q4 | $722K | Buy |
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|
2021
Q3 | $372K | Buy |
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|
2021
Q2 | $362K | Hold |
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|
2021
Q1 | $355K | Sell |
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|
2020
Q4 | $385K | Buy |
|