Morningstar Investment Management’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
22,409
+267
| +1% | +$18.5K | 0.14% | 45 |
|
|
2025
Q1 | $1.37M | Sell |
22,142
-6,896
| -24% | -$425K | 0.12% | 47 |
|
|
2024
Q4 | $1.72M | Sell |
29,038
-760
| -3% | -$45K | 0.14% | 44 |
|
|
2024
Q3 | $1.62M | Buy |
29,798
+14,557
| +96% | +$790K | 0.16% | 57 |
|
|
2024
Q2 | $724K | Hold |
15,241
| – | – | 0.08% | 105 |
|
|
2024
Q1 | $761K | Hold |
15,241
| – | – | 0.08% | 102 |
|
|
2023
Q4 | $770K | Buy |
15,241
+1,600
| +12% | +$80.8K | 0.09% | 103 |
|
|
2023
Q3 | $733K | Hold |
13,641
| – | – | 0.1% | 76 |
|
|
2023
Q2 | $706K | Buy |
+13,641
| New | +$706K | 0.09% | 83 |
|