PFA
Pathway Financial Advisors’s Cisco CSCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-5,748
| Closed | -$355K | – | 144 |
|
2025
Q1 | $355K | Sell |
5,748
-43
| -0.7% | -$2.65K | 0.06% | 116 |
|
2024
Q4 | $343K | Buy |
5,791
+172
| +3% | +$10.2K | 0.08% | 116 |
|
2024
Q3 | $299K | Sell |
5,619
-125
| -2% | -$6.65K | 0.08% | 125 |
|
2024
Q2 | $273K | Sell |
5,744
-676
| -11% | -$32.1K | 0.07% | 127 |
|
2024
Q1 | $320K | Sell |
6,420
-4
| -0.1% | -$200 | 0.09% | 118 |
|
2023
Q4 | $325K | Buy |
6,424
+383
| +6% | +$19.3K | 0.09% | 111 |
|
2023
Q3 | $325K | Buy |
6,041
+228
| +4% | +$12.3K | 0.11% | 94 |
|
2023
Q2 | $301K | Buy |
5,813
+104
| +2% | +$5.38K | 0.1% | 99 |
|
2023
Q1 | $298K | Buy |
5,709
+325
| +6% | +$17K | 0.1% | 95 |
|
2022
Q4 | $256K | Sell |
5,384
-1,800
| -25% | -$85.8K | 0.08% | 103 |
|
2022
Q3 | $287K | Hold |
7,184
| – | – | 0.1% | 95 |
|
2022
Q2 | $306K | Buy |
7,184
+2,025
| +39% | +$86.3K | 0.13% | 90 |
|
2022
Q1 | $288K | Sell |
5,159
-100
| -2% | -$5.58K | 0.11% | 107 |
|
2021
Q4 | $293K | Buy |
+5,259
| New | +$293K | 0.1% | 99 |
|
2021
Q1 | $278K | Hold |
5,259
| – | – | 0.11% | 97 |
|
2020
Q4 | $236K | Sell |
5,259
-560
| -10% | -$25.1K | 0.1% | 97 |
|
2020
Q3 | $226K | Hold |
5,819
| – | – | 0.09% | 92 |
|
2020
Q2 | $271K | Buy |
5,819
+100
| +2% | +$4.66K | 0.08% | 78 |
|
2020
Q1 | $223K | Hold |
5,719
| – | – | 0.07% | 85 |
|
2019
Q4 | $279K | Hold |
5,719
| – | – | 0.08% | 91 |
|
2019
Q3 | $279K | Hold |
5,719
| – | – | 0.08% | 76 |
|
2019
Q2 | $313K | Sell |
5,719
-306
| -5% | -$16.7K | 0.09% | 71 |
|
2019
Q1 | $325K | Buy |
6,025
+966
| +19% | +$52.1K | 0.1% | 71 |
|
2018
Q4 | $219K | Hold |
5,059
| – | – | 0.12% | 84 |
|
2018
Q3 | $220K | Sell |
5,059
-50
| -1% | -$2.17K | 0.12% | 85 |
|
2018
Q2 | $220K | Hold |
5,109
| – | – | 0.13% | 82 |
|
2018
Q1 | $219K | Hold |
5,109
| – | – | 0.13% | 82 |
|
2017
Q4 | $196K | Buy |
+5,109
| New | +$196K | 0.11% | 91 |
|