OFA
Oak Family Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Buy |
6,430
+90
| +1% | +$6.24K | 0.14% | 67 |
|
|
2025
Q1 | $391K | Sell |
6,340
-2,649
| -29% | -$163K | 0.13% | 66 |
|
|
2024
Q4 | $532K | Buy |
8,989
+4,130
| +85% | +$244K | 0.19% | 70 |
|
|
2024
Q3 | $259K | Sell |
4,859
-1,000
| -17% | -$53.2K | 0.08% | 108 |
|
|
2024
Q2 | $278K | Sell |
5,859
-5,720
| -49% | -$272K | 0.1% | 102 |
|
|
2024
Q1 | $578K | Sell |
11,579
-723
| -6% | -$36.1K | 0.22% | 78 |
|
|
2023
Q4 | $621K | Sell |
12,302
-1,764
| -13% | -$89.1K | 0.26% | 77 |
|
|
2023
Q3 | $756K | Sell |
14,066
-779
| -5% | -$41.9K | 0.36% | 58 |
|
|
2023
Q2 | $768K | Sell |
14,845
-2,659
| -15% | -$138K | 0.36% | 58 |
|
|
2023
Q1 | $915K | Buy |
17,504
+5,368
| +44% | +$281K | 0.45% | 53 |
|
|
2022
Q4 | $578K | Sell |
12,136
-760
| -6% | -$36.2K | 0.31% | 67 |
|
|
2022
Q3 | $516K | Hold |
12,896
| – | – | 0.28% | 62 |
|
|
2022
Q2 | $550K | Sell |
12,896
-90
| -0.7% | -$3.84K | 0.28% | 63 |
|
|
2022
Q1 | $724K | Sell |
12,986
-723
| -5% | -$40.3K | 0.28% | 61 |
|
|
2021
Q4 | $869K | Buy |
13,709
+700
| +5% | +$44.4K | 0.32% | 61 |
|
|
2021
Q3 | $708K | Buy |
13,009
+643
| +5% | +$35K | 0.26% | 59 |
|
|
2021
Q2 | $655K | Buy |
12,366
+5,391
| +77% | +$286K | 0.27% | 55 |
|
|
2021
Q1 | $361K | Sell |
6,975
-1,132
| -14% | -$58.6K | 0.16% | 72 |
|
|
2020
Q4 | $363K | Buy |
+8,107
| New | +$363K | 0.19% | 70 |
|