OFW
Omnia Family Wealth’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Buy |
6,029
+801
| +15% | +$55.6K | 0.15% | 47 |
|
|
2025
Q1 | $323K | Buy |
5,228
+1,699
| +48% | +$105K | 0.14% | 56 |
|
|
2024
Q4 | $209K | Buy |
+3,529
| New | +$209K | 0.09% | 75 |
|
|
2020
Q1 | – | Sell |
-5,483
| Closed | -$263K | – | 78 |
|
|
2019
Q4 | $263K | Buy |
5,483
+1
| +0% | +$48 | 0.12% | 80 |
|
|
2019
Q3 | $271K | Buy |
5,482
+2
| +0% | +$99 | 0.2% | 66 |
|
|
2019
Q2 | $300K | Buy |
5,480
+1
| +0% | +$55 | 0.15% | 69 |
|
|
2019
Q1 | $296K | Sell |
5,479
-536
| -9% | -$29K | 0.15% | 67 |
|
|
2018
Q4 | $261K | Buy |
6,015
+1
| +0% | +$43 | 0.14% | 71 |
|
|
2018
Q3 | $293K | Sell |
6,014
-148
| -2% | -$7.21K | 0.13% | 68 |
|
|
2018
Q2 | $265K | Buy |
6,162
+2
| +0% | +$86 | 0.12% | 74 |
|
|
2018
Q1 | $264K | Sell |
6,160
-3,245
| -35% | -$139K | 0.12% | 72 |
|
|
2017
Q4 | $360K | Buy |
9,405
+1,592
| +20% | +$60.9K | 0.16% | 55 |
|
|
2017
Q3 | $263K | Sell |
7,813
-721
| -8% | -$24.3K | 0.13% | 71 |
|
|
2017
Q2 | $267K | Buy |
8,534
+1,211
| +17% | +$37.9K | 0.13% | 68 |
|
|
2017
Q1 | $248K | Buy |
7,323
+2,968
| +68% | +$101K | 0.12% | 77 |
|
|
2016
Q4 | $132K | Buy |
+4,355
| New | +$132K | 0.07% | 105 |
|