One Charles Private Wealth Services’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Buy |
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|
2025
Q1 | $319K | Buy |
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|
2024
Q4 | $294K | Sell |
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|
2024
Q3 | $276K | Sell |
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|
2024
Q2 | $248K | Sell |
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|
2024
Q1 | $264K | Buy |
|
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|
2023
Q4 | $267K | Buy |
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|
2023
Q3 | $284K | Sell |
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|
2023
Q2 | $297K | Sell |
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|
2023
Q1 | $313K | Buy |
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|
2022
Q4 | $284K | Sell |
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|
2022
Q3 | $239K | Sell |
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|
2022
Q2 | $257K | Buy |
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|
2022
Q1 | $317K | Buy |
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|
2021
Q4 | $359K | Buy |
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|
2021
Q3 | $308K | Buy |
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|
2021
Q2 | $300K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $433K | Buy |
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