OIA
Optimum Investment Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Hold |
25,821
| – | – | 0.78% | 23 |
|
|
2025
Q1 | $1.59M | Sell |
25,821
-1,129
| -4% | -$69.7K | 0.75% | 23 |
|
|
2024
Q4 | $1.6M | Sell |
26,950
-600
| -2% | -$35.5K | 0.7% | 23 |
|
|
2024
Q3 | $1.47M | Sell |
27,550
-2,100
| -7% | -$112K | 0.63% | 30 |
|
|
2024
Q2 | $1.41M | Sell |
29,650
-1,165
| -4% | -$55.3K | 0.63% | 28 |
|
|
2024
Q1 | $1.54M | Sell |
30,815
-3,172
| -9% | -$158K | 0.71% | 26 |
|
|
2023
Q4 | $1.72M | Sell |
33,987
-4,498
| -12% | -$227K | 0.86% | 18 |
|
|
2023
Q3 | $2.07M | Sell |
38,485
-1,415
| -4% | -$76.1K | 1.06% | 14 |
|
|
2023
Q2 | $2.06M | Sell |
39,900
-582
| -1% | -$30.1K | 1.01% | 16 |
|
|
2023
Q1 | $2.12M | Sell |
40,482
-3,471
| -8% | -$181K | 1.11% | 13 |
|
|
2022
Q4 | $2.09M | Sell |
43,953
-3,422
| -7% | -$163K | 1.13% | 13 |
|
|
2022
Q3 | $1.9M | Sell |
47,375
-880
| -2% | -$35.2K | 1.02% | 13 |
|
|
2022
Q2 | $2.06M | Sell |
48,255
-23
| -0% | -$981 | 1.03% | 13 |
|
|
2022
Q1 | $2.69M | Sell |
48,278
-103
| -0.2% | -$5.74K | 1.13% | 14 |
|
|
2021
Q4 | $3.07M | Sell |
48,381
-280
| -0.6% | -$17.7K | 1.19% | 12 |
|
|
2021
Q3 | $2.65M | Sell |
48,661
-10,186
| -17% | -$555K | 1.12% | 13 |
|
|
2021
Q2 | $3.12M | Sell |
58,847
-3,884
| -6% | -$206K | 0.97% | 16 |
|
|
2021
Q1 | $3.24M | Sell |
62,731
-3,310
| -5% | -$171K | 0.95% | 19 |
|
|
2020
Q4 | $2.96M | Sell |
66,041
-2,939
| -4% | -$132K | 0.9% | 22 |
|
|
2020
Q3 | $2.72M | Sell |
68,980
-4,630
| -6% | -$182K | 0.91% | 19 |
|
|
2020
Q2 | $3.43M | Buy |
73,610
+2,427
| +3% | +$113K | 1.2% | 14 |
|
|
2020
Q1 | $2.8M | Sell |
71,183
-14,417
| -17% | -$567K | 1.15% | 15 |
|
|
2019
Q4 | $4.11M | Sell |
85,600
-1,425
| -2% | -$68.3K | 1.22% | 15 |
|
|
2019
Q3 | $4.3M | Sell |
87,025
-2,108
| -2% | -$104K | 1.36% | 11 |
|
|
2019
Q2 | $4.88M | Sell |
89,133
-4,234
| -5% | -$232K | 1.58% | 7 |
|
|
2019
Q1 | $5.04M | Buy |
93,367
+4,277
| +5% | +$231K | 1.65% | 7 |
|
|
2018
Q4 | $3.86M | Sell |
89,090
-4,567
| -5% | -$198K | 1.33% | 12 |
|
|
2018
Q3 | $4.56M | Buy |
93,657
+1,183
| +1% | +$57.5K | 1.26% | 11 |
|
|
2018
Q2 | $3.98M | Buy |
92,474
+614
| +0.7% | +$26.4K | 1.15% | 14 |
|
|
2018
Q1 | $3.94M | Buy |
91,860
+3,357
| +4% | +$144K | 1.16% | 14 |
|
|
2017
Q4 | $3.39M | Sell |
88,503
-1,391
| -2% | -$53.3K | 1.08% | 18 |
|
|
2017
Q3 | $3.02M | Sell |
89,894
-202
| -0.2% | -$6.79K | 1.01% | 20 |
|
|
2017
Q2 | $2.82M | Sell |
90,096
-1,979
| -2% | -$61.9K | 0.98% | 20 |
|
|
2017
Q1 | $3.11M | Sell |
92,075
-916
| -1% | -$31K | 1.1% | 17 |
|
|
2016
Q4 | $2.81M | Buy |
92,991
+729
| +0.8% | +$22K | 1.06% | 17 |
|
|
2016
Q3 | $2.93M | Buy |
92,262
+12,988
| +16% | +$412K | 1.1% | 17 |
|
|
2016
Q2 | $2.27M | Sell |
79,274
-4,625
| -6% | -$133K | 0.88% | 23 |
|
|
2016
Q1 | $2.39M | Sell |
83,899
-14,265
| -15% | -$406K | 0.94% | 20 |
|
|
2015
Q4 | $2.67M | Buy |
98,164
+3,573
| +4% | +$97K | 1.03% | 17 |
|
|
2015
Q3 | $2.48M | Buy |
+94,591
| New | +$2.48M | 1% | 16 |
|
|
2015
Q1 | $2.9M | Sell |
105,200
-104,021
| -50% | -$2.86M | 0.92% | 19 |
|
|
2014
Q4 | $2.95M | Buy |
209,221
+107,760
| +106% | +$1.52M | 0.95% | 19 |
|
|
2014
Q3 | $2.55M | Sell |
101,461
-1,492
| -1% | -$37.5K | 0.85% | 25 |
|
|
2014
Q2 | $2.56M | Buy |
102,953
+18,342
| +22% | +$456K | 0.83% | 25 |
|
|
2014
Q1 | $1.9M | Sell |
84,611
-5,593
| -6% | -$125K | 0.71% | 32 |
|
|
2013
Q4 | $2.02M | Sell |
90,204
-10,259
| -10% | -$230K | 0.76% | 30 |
|
|
2013
Q3 | $2.35M | Buy |
+100,463
| New | +$2.35M | 0.97% | 21 |
|