MYIA
Mount Yale Investment Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
23,255
-3,612
| -13% | -$251K | 0.13% | 140 |
|
|
2025
Q1 | $1.66M | Buy |
26,867
+12,925
| +93% | +$798K | 0.14% | 134 |
|
|
2024
Q4 | $825K | Sell |
13,942
-97,519
| -87% | -$5.77M | 0.07% | 242 |
|
|
2024
Q3 | $5.93M | Sell |
111,461
-16,377
| -13% | -$872K | 0.57% | 29 |
|
|
2024
Q2 | $6.07M | Sell |
127,838
-18,751
| -13% | -$891K | 0.48% | 35 |
|
|
2024
Q1 | $7.32M | Sell |
146,589
-1,980
| -1% | -$98.8K | 0.56% | 27 |
|
|
2023
Q4 | $7.51M | Sell |
148,569
-30,023
| -17% | -$1.52M | 0.71% | 13 |
|
|
2023
Q3 | $9.6M | Sell |
178,592
-5,239
| -3% | -$282K | 1.04% | 7 |
|
|
2023
Q2 | $9.51M | Sell |
183,831
-25,480
| -12% | -$1.32M | 1.01% | 7 |
|
|
2023
Q1 | $10.9M | Buy |
209,311
+12,232
| +6% | +$639K | 1.23% | 5 |
|
|
2022
Q4 | $9.39M | Sell |
197,079
-7,263
| -4% | -$346K | 1.07% | 8 |
|
|
2022
Q3 | $8.17M | Sell |
204,342
-5,153
| -2% | -$206K | 1.09% | 9 |
|
|
2022
Q2 | $8.93M | Buy |
209,495
+23,118
| +12% | +$986K | 1.13% | 9 |
|
|
2022
Q1 | $10.4M | Buy |
186,377
+16,931
| +10% | +$944K | 1.13% | 7 |
|
|
2021
Q4 | $10.7M | Buy |
169,446
+4,806
| +3% | +$305K | 1.12% | 9 |
|
|
2021
Q3 | $8.96M | Buy |
164,640
+12,965
| +9% | +$706K | 1.03% | 9 |
|
|
2021
Q2 | $8.04M | Buy |
151,675
+1,854
| +1% | +$98.3K | 0.97% | 12 |
|
|
2021
Q1 | $7.75M | Buy |
149,821
+124,434
| +490% | +$6.43M | 1.01% | 12 |
|
|
2020
Q4 | $1.14M | Sell |
25,387
-5,181
| -17% | -$232K | 0.16% | 146 |
|
|
2020
Q3 | $1.2M | Buy |
30,568
+11,559
| +61% | +$455K | 0.17% | 130 |
|
|
2020
Q2 | $887K | Buy |
19,009
+12,027
| +172% | +$561K | 0.16% | 138 |
|
|
2020
Q1 | $274K | Buy |
6,982
+648
| +10% | +$25.4K | 0.06% | 242 |
|
|
2019
Q4 | $291K | Sell |
6,334
-2,010
| -24% | -$92.3K | 0.05% | 280 |
|
|
2019
Q3 | $404K | Buy |
8,344
+764
| +10% | +$37K | 0.07% | 227 |
|
|
2019
Q2 | $397K | Sell |
7,580
-1,850
| -20% | -$96.9K | 0.07% | 228 |
|
|
2019
Q1 | $509K | Sell |
9,430
-7,487
| -44% | -$404K | 0.1% | 172 |
|
|
2018
Q4 | $805K | Sell |
16,917
-1,539
| -8% | -$73.2K | 0.16% | 127 |
|
|
2018
Q3 | $884K | Sell |
18,456
-9,032
| -33% | -$433K | 0.15% | 123 |
|
|
2018
Q2 | $1.18M | Buy |
27,488
+11,155
| +68% | +$480K | 0.22% | 104 |
|
|
2018
Q1 | $701K | Buy |
+16,333
| New | +$701K | 0.15% | 132 |
|