OWA
Outlook Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $858K | Buy |
12,371
+20
| +0.2% | +$1.39K | 0.22% | 92 |
|
|
2025
Q1 | $762K | Sell |
12,351
-720
| -6% | -$44.4K | 0.21% | 96 |
|
|
2024
Q4 | $774K | Buy |
+13,071
| New | +$774K | 0.22% | 96 |
|
|
2024
Q2 | – | Sell |
-15,055
| Closed | -$751K | – | 260 |
|
|
2024
Q1 | $751K | Sell |
15,055
-1,162
| -7% | -$58K | 0.23% | 90 |
|
|
2023
Q4 | $819K | Sell |
16,217
-3,466
| -18% | -$175K | 0.29% | 71 |
|
|
2023
Q3 | $1.06M | Buy |
19,683
+450
| +2% | +$24.2K | 0.4% | 54 |
|
|
2023
Q2 | $995K | Buy |
19,233
+2,018
| +12% | +$104K | 0.38% | 60 |
|
|
2023
Q1 | $900K | Sell |
17,215
-610
| -3% | -$31.9K | 0.4% | 58 |
|
|
2022
Q4 | $849K | Buy |
17,825
+473
| +3% | +$22.5K | 0.4% | 61 |
|
|
2022
Q3 | $695K | Buy |
17,352
+99
| +0.6% | +$3.97K | 0.31% | 77 |
|
|
2022
Q2 | $735K | Buy |
17,253
+235
| +1% | +$10K | 0.3% | 87 |
|
|
2022
Q1 | $948K | Sell |
17,018
-99
| -0.6% | -$5.52K | 0.32% | 73 |
|
|
2021
Q4 | $1.09M | Buy |
+17,117
| New | +$1.09M | 0.32% | 67 |
|
|
2020
Q4 | – | Sell |
-15,891
| Closed | -$626K | – | 184 |
|
|
2020
Q3 | $626K | Buy |
15,891
+1,266
| +9% | +$49.9K | 0.25% | 88 |
|
|
2020
Q2 | $682K | Sell |
14,625
-134
| -0.9% | -$6.25K | 0.29% | 75 |
|
|
2020
Q1 | $580K | Buy |
14,759
+4,486
| +44% | +$176K | 0.33% | 66 |
|
|
2019
Q4 | $491K | Sell |
10,273
-138
| -1% | -$6.6K | 0.28% | 63 |
|
|
2019
Q3 | $514K | Buy |
10,411
+465
| +5% | +$23K | 0.31% | 71 |
|
|
2019
Q2 | $544K | Buy |
9,946
+981
| +11% | +$53.7K | 0.36% | 69 |
|
|
2019
Q1 | $484K | Buy |
8,965
+6,895
| +333% | +$372K | 0.4% | 68 |
|
|
2018
Q4 | $897K | Buy |
+2,070
| New | +$897K | 0.41% | 59 |
|