PFWA
Paces Ferry Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Sell |
5,203
-893
| -15% | -$62K | 0.17% | 79 |
|
|
2025
Q1 | $376K | Buy |
6,096
+1,081
| +22% | +$66.7K | 0.19% | 74 |
|
|
2024
Q4 | $297K | Sell |
5,015
-145
| -3% | -$8.58K | 0.14% | 95 |
|
|
2024
Q3 | $275K | Sell |
5,160
-87
| -2% | -$4.63K | 0.16% | 93 |
|
|
2024
Q2 | $249K | Sell |
5,247
-259
| -5% | -$12.3K | 0.15% | 94 |
|
|
2024
Q1 | $275K | Sell |
5,506
-997
| -15% | -$49.8K | 0.18% | 90 |
|
|
2023
Q4 | $329K | Buy |
6,503
+879
| +16% | +$44.4K | 0.23% | 81 |
|
|
2023
Q3 | $302K | Sell |
5,624
-71
| -1% | -$3.82K | 0.24% | 79 |
|
|
2023
Q2 | $295K | Buy |
5,695
+48
| +0.9% | +$2.48K | 0.22% | 85 |
|
|
2023
Q1 | $295K | Buy |
5,647
+1,127
| +25% | +$58.9K | 0.24% | 88 |
|
|
2022
Q4 | $215K | Buy |
+4,520
| New | +$215K | 0.21% | 100 |
|
|
2022
Q2 | – | Sell |
-4,954
| Closed | -$276K | – | 105 |
|
|
2022
Q1 | $276K | Sell |
4,954
-5,299
| -52% | -$295K | 0.22% | 90 |
|
|
2021
Q4 | $650K | Sell |
10,253
-1,215
| -11% | -$77K | 0.47% | 47 |
|
|
2021
Q3 | $624K | Sell |
11,468
-216
| -2% | -$11.8K | 0.5% | 46 |
|
|
2021
Q2 | $619K | Buy |
11,684
+191
| +2% | +$10.1K | 0.47% | 48 |
|
|
2021
Q1 | $594K | Buy |
11,493
+500
| +5% | +$25.8K | 0.52% | 48 |
|
|
2020
Q4 | $492K | Sell |
10,993
-2,018
| -16% | -$90.3K | 0.45% | 53 |
|
|
2020
Q3 | $512K | Buy |
+13,011
| New | +$512K | 0.45% | 49 |
|