Optivise Advisory Services’s Cisco CSCO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$205K	Sell	2,955 -1,393	-32%	-$96.6K	0.1%	198
2025 Q1	$268K	Sell	4,348 -649	-13%	-$40K	0.15%	142
2024 Q4	$296K	Buy	4,997 +5	+0.1%	+$296	0.16%	131
2024 Q3	$266K	Buy	4,992 +69	+1%	+$3.67K	0.14%	133
2024 Q2	$234K	Buy	+4,923	New	+$234K	0.13%	151