OHWP
Oak Harbor Wealth Partners’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
27,288
+853
| +3% | +$59.2K | 0.51% | 49 |
|
|
2025
Q1 | $1.63M | Buy |
26,435
+6,860
| +35% | +$423K | 0.47% | 53 |
|
|
2024
Q4 | $1.16M | Sell |
19,575
-3,443
| -15% | -$204K | 0.34% | 71 |
|
|
2024
Q3 | $1.23M | Sell |
23,018
-23,351
| -50% | -$1.24M | 0.35% | 76 |
|
|
2024
Q2 | $2.2M | Buy |
46,369
+1,200
| +3% | +$57K | 0.69% | 40 |
|
|
2024
Q1 | $2.25M | Buy |
45,169
+1,897
| +4% | +$94.7K | 0.7% | 40 |
|
|
2023
Q4 | $2.19M | Sell |
43,272
-1,108
| -2% | -$56K | 0.73% | 38 |
|
|
2023
Q3 | $2.39M | Buy |
44,380
+1,071
| +2% | +$57.6K | 0.85% | 32 |
|
|
2023
Q2 | $2.24M | Sell |
43,309
-421
| -1% | -$21.8K | 0.77% | 36 |
|
|
2023
Q1 | $2.29M | Buy |
43,730
+3,152
| +8% | +$165K | 0.83% | 35 |
|
|
2022
Q4 | $1.93M | Sell |
40,578
-1,819
| -4% | -$86.7K | 0.74% | 40 |
|
|
2022
Q3 | $1.7M | Buy |
42,397
+1,942
| +5% | +$77.7K | 0.66% | 42 |
|
|
2022
Q2 | $1.73M | Buy |
40,455
+4,469
| +12% | +$191K | 0.69% | 43 |
|
|
2022
Q1 | $2.01M | Buy |
35,986
+2,863
| +9% | +$160K | 0.66% | 42 |
|
|
2021
Q4 | $2.1M | Buy |
+33,123
| New | +$2.1M | 0.72% | 39 |
|