Nvest Financial’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Buy |
5,208
+9
| +0.2% | +$624 | 0.19% | 79 |
|
|
2025
Q1 | $321K | Sell |
5,199
-43
| -0.8% | -$2.65K | 0.17% | 79 |
|
|
2024
Q4 | $310K | Buy |
5,242
+90
| +2% | +$5.33K | 0.16% | 95 |
|
|
2024
Q3 | $274K | Buy |
5,152
+166
| +3% | +$8.83K | 0.16% | 82 |
|
|
2024
Q2 | $237K | Buy |
4,986
+9
| +0.2% | +$428 | 0.15% | 82 |
|
|
2024
Q1 | $248K | Sell |
4,977
-837
| -14% | -$41.8K | 0.17% | 72 |
|
|
2023
Q4 | $294K | Buy |
5,814
+22
| +0.4% | +$1.11K | 0.23% | 60 |
|
|
2023
Q3 | $311K | Buy |
5,792
+170
| +3% | +$9.14K | 0.29% | 52 |
|
|
2023
Q2 | $291K | Sell |
5,622
-211
| -4% | -$10.9K | 0.25% | 54 |
|
|
2023
Q1 | $305K | Buy |
5,833
+136
| +2% | +$7.11K | 0.32% | 54 |
|
|
2022
Q4 | $271K | Buy |
+5,697
| New | +$271K | 0.34% | 47 |
|
|
2022
Q2 | – | Sell |
-3,827
| Closed | -$213K | – | 55 |
|
|
2022
Q1 | $213K | Buy |
+3,827
| New | +$213K | 0.18% | 70 |
|