OIA
OneDigital Investment Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.82M | Sell |
83,948
-4,299
| -5% | -$298K | 0.06% | 224 |
|
|
2025
Q1 | $5.45M | Sell |
88,247
-23,135
| -21% | -$1.43M | 0.06% | 218 |
|
|
2024
Q4 | $6.59M | Sell |
111,382
-16,301
| -13% | -$965K | 0.08% | 199 |
|
|
2024
Q3 | $6.8M | Sell |
127,683
-5,375
| -4% | -$286K | 0.08% | 200 |
|
|
2024
Q2 | $6.32M | Buy |
133,058
+28,723
| +28% | +$1.36M | 0.08% | 196 |
|
|
2024
Q1 | $5.21M | Sell |
104,335
-3,643
| -3% | -$182K | 0.08% | 193 |
|
|
2023
Q4 | $5.46M | Buy |
107,978
+19,700
| +22% | +$995K | 0.1% | 176 |
|
|
2023
Q3 | $4.75M | Sell |
88,278
-11,794
| -12% | -$634K | 0.1% | 156 |
|
|
2023
Q2 | $5.18M | Sell |
100,072
-2,606
| -3% | -$135K | 0.11% | 144 |
|
|
2023
Q1 | $5.37M | Buy |
102,678
+17,871
| +21% | +$934K | 0.13% | 136 |
|
|
2022
Q4 | $4.04M | Buy |
84,807
+3,855
| +5% | +$184K | 0.12% | 147 |
|
|
2022
Q3 | $3.24M | Buy |
80,952
+3,577
| +5% | +$143K | 0.12% | 121 |
|
|
2022
Q2 | $3.3M | Buy |
77,375
+4,346
| +6% | +$185K | 0.14% | 103 |
|
|
2022
Q1 | $4.07M | Buy |
73,029
+6,739
| +10% | +$376K | 0.15% | 93 |
|
|
2021
Q4 | $4.2M | Buy |
66,290
+499
| +0.8% | +$31.6K | 0.15% | 89 |
|
|
2021
Q3 | $3.58M | Buy |
65,791
+1,682
| +3% | +$91.6K | 0.14% | 96 |
|
|
2021
Q2 | $3.4M | Buy |
64,109
+1,883
| +3% | +$99.8K | 0.14% | 96 |
|
|
2021
Q1 | $3.22M | Buy |
62,226
+923
| +2% | +$47.7K | 0.15% | 98 |
|
|
2020
Q4 | $2.74M | Sell |
61,303
-956
| -2% | -$42.8K | 0.14% | 100 |
|
|
2020
Q3 | $2.45M | Sell |
62,259
-961
| -2% | -$37.8K | 0.17% | 100 |
|
|
2020
Q2 | $2.95M | Buy |
63,220
+1,231
| +2% | +$57.4K | 0.21% | 94 |
|
|
2020
Q1 | $2.44M | Buy |
61,989
+4,102
| +7% | +$161K | 0.22% | 100 |
|
|
2019
Q4 | $2.78M | Buy |
57,887
+1,047
| +2% | +$50.2K | 0.22% | 102 |
|
|
2019
Q3 | $2.81M | Buy |
56,840
+1,891
| +3% | +$93.4K | 0.25% | 93 |
|
|
2019
Q2 | $3.01M | Buy |
54,949
+43,876
| +396% | +$2.4M | 0.23% | 68 |
|
|
2019
Q1 | $598K | Buy |
11,073
+923
| +9% | +$49.8K | 0.09% | 153 |
|
|
2018
Q4 | $440K | Sell |
10,150
-703
| -6% | -$30.5K | 0.07% | 176 |
|
|
2018
Q3 | $528K | Sell |
10,853
-170
| -2% | -$8.27K | 0.12% | 103 |
|
|
2018
Q2 | $474K | Buy |
11,023
+94
| +0.9% | +$4.04K | 0.1% | 129 |
|
|
2018
Q1 | $469K | Sell |
10,929
-2,658
| -20% | -$114K | 0.1% | 136 |
|
|
2017
Q4 | $520K | Buy |
13,587
+4,598
| +51% | +$176K | 0.06% | 121 |
|
|
2017
Q3 | $302K | Sell |
8,989
-2,983
| -25% | -$100K | 0.11% | 115 |
|
|
2017
Q2 | $375K | Buy |
+11,972
| New | +$375K | 0.11% | 145 |
|