Novak & Powell Financial Services’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
3,800
-416
| -10% | -$28.9K | 0.18% | 118 |
|
|
2025
Q1 | $260K | Sell |
4,216
-80
| -2% | -$4.94K | 0.16% | 123 |
|
|
2024
Q4 | $254K | Buy |
4,296
+12
| +0.3% | +$710 | 0.15% | 121 |
|
|
2024
Q3 | $228K | Buy |
4,284
+12
| +0.3% | +$639 | 0.13% | 144 |
|
|
2024
Q2 | $203K | Buy |
4,272
+11
| +0.3% | +$523 | 0.13% | 144 |
|
|
2024
Q1 | $213K | Buy |
4,261
+167
| +4% | +$8.34K | 0.16% | 131 |
|
|
2023
Q4 | $207K | Buy |
+4,094
| New | +$207K | 0.14% | 137 |
|