OWA
Octavia Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Buy |
5,594
+199
| +4% | +$13.8K | 0.04% | 143 |
|
|
2025
Q1 | $333K | Sell |
5,395
-58
| -1% | -$3.58K | 0.04% | 159 |
|
|
2024
Q4 | $323K | Buy |
5,453
+113
| +2% | +$6.69K | 0.04% | 154 |
|
|
2024
Q3 | $284K | Buy |
5,340
+244
| +5% | +$13K | 0.04% | 173 |
|
|
2024
Q2 | $242K | Buy |
5,096
+388
| +8% | +$18.4K | 0.03% | 193 |
|
|
2024
Q1 | $235K | Sell |
4,708
-744
| -14% | -$37.1K | 0.03% | 192 |
|
|
2023
Q4 | $275K | Buy |
5,452
+1,709
| +46% | +$86.3K | 0.05% | 180 |
|
|
2023
Q3 | $201K | Buy |
+3,743
| New | +$201K | 0.04% | 191 |
|
|
2022
Q1 | – | Sell |
-3,222
| Closed | -$204K | – | 195 |
|
|
2021
Q4 | $204K | Buy |
+3,222
| New | +$204K | 0.04% | 186 |
|
|
2021
Q3 | – | Sell |
-3,822
| Closed | -$203K | – | 183 |
|
|
2021
Q2 | $203K | Buy |
+3,822
| New | +$203K | 0.05% | 162 |
|