Nearwater Capital Markets’s Cisco CSCO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$40.2M	Buy	580,000 +50,000	+9%	+$3.47M	0.64%	26
2025 Q1	$32.7M	Buy	530,000 +200,000	+61%	+$12.3M	0.93%	24
2024 Q4	$19.5M	Buy	+330,000	New	+$19.5M	0.56%	41