Northwest Financial Advisors’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,259
| Closed | -$263K | – | 101 |
|
|
2025
Q1 | $263K | Sell |
4,259
-54
| -1% | -$3.33K | 0.22% | 93 |
|
|
2024
Q4 | $255K | Buy |
4,313
+409
| +10% | +$24.2K | 0.21% | 92 |
|
|
2024
Q3 | $208K | Buy |
+3,904
| New | +$208K | 0.17% | 96 |
|
|
2024
Q2 | – | Sell |
-4,547
| Closed | -$227K | – | 91 |
|
|
2024
Q1 | $227K | Sell |
4,547
-56
| -1% | -$2.8K | 0.25% | 81 |
|
|
2023
Q4 | $233K | Buy |
+4,603
| New | +$233K | 0.2% | 80 |
|