PP
PDS Planning’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Buy |
24,745
+2,302
| +10% | +$160K | 0.13% | 75 |
|
|
2025
Q1 | $1.38M | Buy |
22,443
+2,256
| +11% | +$139K | 0.12% | 84 |
|
|
2024
Q4 | $1.2M | Buy |
20,187
+1,092
| +6% | +$64.6K | 0.11% | 83 |
|
|
2024
Q3 | $1.02M | Sell |
19,095
-277
| -1% | -$14.7K | 0.09% | 96 |
|
|
2024
Q2 | $920K | Sell |
19,372
-316
| -2% | -$15K | 0.09% | 92 |
|
|
2024
Q1 | $983K | Sell |
19,688
-1,839
| -9% | -$91.8K | 0.1% | 85 |
|
|
2023
Q4 | $1.09M | Sell |
21,527
-1,631
| -7% | -$82.4K | 0.12% | 74 |
|
|
2023
Q3 | $1.24M | Buy |
23,158
+447
| +2% | +$24K | 0.16% | 68 |
|
|
2023
Q2 | $1.18M | Buy |
22,711
+423
| +2% | +$21.9K | 0.15% | 69 |
|
|
2023
Q1 | $1.17M | Buy |
22,288
+3,760
| +20% | +$197K | 0.16% | 66 |
|
|
2022
Q4 | $883K | Sell |
18,528
-342
| -2% | -$16.3K | 0.14% | 65 |
|
|
2022
Q3 | $755K | Buy |
18,870
+176
| +0.9% | +$7.04K | 0.14% | 66 |
|
|
2022
Q2 | $797K | Buy |
18,694
+1,392
| +8% | +$59.3K | 0.14% | 70 |
|
|
2022
Q1 | $965K | Buy |
17,302
+3,462
| +25% | +$193K | 0.17% | 60 |
|
|
2021
Q4 | $877K | Sell |
13,840
-773
| -5% | -$49K | 0.17% | 61 |
|
|
2021
Q3 | $795K | Buy |
14,613
+666
| +5% | +$36.2K | 0.18% | 61 |
|
|
2021
Q2 | $739K | Buy |
13,947
+2,658
| +24% | +$141K | 0.18% | 66 |
|
|
2021
Q1 | $584K | Buy |
11,289
+1,253
| +12% | +$64.8K | 0.17% | 68 |
|
|
2020
Q4 | $449K | Sell |
10,036
-630
| -6% | -$28.2K | 0.15% | 74 |
|
|
2020
Q3 | $420K | Buy |
10,666
+260
| +2% | +$10.2K | 0.17% | 72 |
|
|
2020
Q2 | $485K | Buy |
10,406
+1,849
| +22% | +$86.2K | 0.22% | 65 |
|
|
2020
Q1 | $336K | Sell |
8,557
-736
| -8% | -$28.9K | 0.21% | 64 |
|
|
2019
Q4 | $446K | Buy |
9,293
+93
| +1% | +$4.46K | 0.28% | 57 |
|
|
2019
Q3 | $455K | Buy |
9,200
+2,011
| +28% | +$99.5K | 0.32% | 50 |
|
|
2019
Q2 | $393K | Buy |
7,189
+1,333
| +23% | +$72.9K | 0.29% | 52 |
|
|
2019
Q1 | $316K | Buy |
5,856
+559
| +11% | +$30.2K | 0.25% | 62 |
|
|
2018
Q4 | $230K | Buy |
5,297
+212
| +4% | +$9.21K | 0.2% | 67 |
|
|
2018
Q3 | $247K | Buy |
5,085
+1,336
| +36% | +$64.9K | 0.21% | 65 |
|
|
2018
Q2 | $161K | Buy |
3,749
+1
| +0% | +$43 | 0.16% | 69 |
|
|
2018
Q1 | $161K | Buy |
+3,748
| New | +$161K | 0.16% | 68 |
|