NW
Naviter Wealth’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Sell |
43,621
-882
| -2% | -$61.2K | 0.37% | 67 |
|
|
2025
Q1 | $2.71M | Buy |
44,503
+283
| +0.6% | +$17.2K | 0.33% | 76 |
|
|
2024
Q4 | $2.62M | Buy |
44,220
+5,223
| +13% | +$309K | 0.32% | 78 |
|
|
2024
Q3 | $2.08M | Buy |
38,997
+1,511
| +4% | +$80.4K | 0.29% | 103 |
|
|
2024
Q2 | $1.78M | Sell |
37,486
-1,451
| -4% | -$68.9K | 0.27% | 110 |
|
|
2024
Q1 | $1.94M | Buy |
38,937
+4,665
| +14% | +$233K | 0.32% | 87 |
|
|
2023
Q4 | $1.73M | Buy |
34,272
+6,795
| +25% | +$343K | 0.35% | 77 |
|
|
2023
Q3 | $1.48M | Buy |
27,477
+1,394
| +5% | +$74.9K | 0.36% | 70 |
|
|
2023
Q2 | $1.35M | Buy |
26,083
+3,638
| +16% | +$188K | 0.34% | 79 |
|
|
2023
Q1 | $1.17M | Sell |
22,445
-5,211
| -19% | -$272K | 0.41% | 66 |
|
|
2022
Q4 | $1.33M | Buy |
27,656
+5,160
| +23% | +$249K | 0.37% | 65 |
|
|
2022
Q3 | $900K | Buy |
22,496
+2,325
| +12% | +$93K | 0.37% | 59 |
|
|
2022
Q2 | $860K | Buy |
+20,171
| New | +$860K | 0.35% | 64 |
|