OWA
Opal Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
16,715
+330
| +2% | +$22.9K | 0.32% | 35 |
|
|
2025
Q1 | $1.01M | Buy |
16,385
+4,610
| +39% | +$284K | 0.31% | 38 |
|
|
2024
Q4 | $697K | Buy |
11,775
+783
| +7% | +$46.4K | 0.21% | 66 |
|
|
2024
Q3 | $585K | Sell |
10,992
-357
| -3% | -$19K | 0.18% | 73 |
|
|
2024
Q2 | $539K | Sell |
11,349
-2,367
| -17% | -$112K | 0.17% | 75 |
|
|
2024
Q1 | $685K | Sell |
13,716
-2,614
| -16% | -$130K | 0.23% | 61 |
|
|
2023
Q4 | $825K | Buy |
16,330
+460
| +3% | +$23.2K | 0.33% | 49 |
|
|
2023
Q3 | $853K | Buy |
15,870
+431
| +3% | +$23.2K | 0.5% | 31 |
|
|
2023
Q2 | $799K | Buy |
15,439
+7,858
| +104% | +$407K | 0.4% | 31 |
|
|
2023
Q1 | $396K | Buy |
7,581
+623
| +9% | +$32.6K | 0.23% | 52 |
|
|
2022
Q4 | $331K | Sell |
6,958
-562
| -7% | -$26.8K | 0.18% | 73 |
|
|
2022
Q3 | $301K | Sell |
7,520
-26
| -0.3% | -$1.04K | 0.22% | 65 |
|
|
2022
Q2 | $322K | Buy |
7,546
+1,044
| +16% | +$44.5K | 0.21% | 62 |
|
|
2022
Q1 | $363K | Sell |
6,502
-550
| -8% | -$30.7K | 0.32% | 52 |
|
|
2021
Q4 | $447K | Buy |
7,052
+2,139
| +44% | +$136K | 0.28% | 61 |
|
|
2021
Q3 | $267K | Buy |
4,913
+43
| +0.9% | +$2.34K | 0.26% | 59 |
|
|
2021
Q2 | $258K | Buy |
4,870
+137
| +3% | +$7.26K | 0.24% | 60 |
|
|
2021
Q1 | $245K | Buy |
+4,733
| New | +$245K | 0.27% | 59 |
|