PWA
Phoenix Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $923K | Buy |
13,304
+1
| +0% | +$69 | 0.39% | 59 |
|
|
2025
Q1 | $821K | Sell |
13,303
-1,757
| -12% | -$108K | 0.36% | 59 |
|
|
2024
Q4 | $892K | Sell |
15,060
-215
| -1% | -$12.7K | 0.39% | 49 |
|
|
2024
Q3 | $813K | Sell |
15,275
-51,755
| -77% | -$2.75M | 0.38% | 57 |
|
|
2024
Q2 | $3.18M | Sell |
67,030
-79
| -0.1% | -$3.75K | 1.6% | 18 |
|
|
2024
Q1 | $3.35M | Buy |
67,109
+1,336
| +2% | +$66.7K | 2.04% | 15 |
|
|
2023
Q4 | $3.32M | Sell |
65,773
-431
| -0.7% | -$21.8K | 2.31% | 11 |
|
|
2023
Q3 | $3.56M | Buy |
66,204
+1,024
| +2% | +$55.1K | 2.09% | 8 |
|
|
2023
Q2 | $3.37M | Sell |
65,180
-813
| -1% | -$42.1K | 1.96% | 9 |
|
|
2023
Q1 | $3.45M | Buy |
65,993
+1,099
| +2% | +$57.5K | 2.14% | 8 |
|
|
2022
Q4 | $3.09M | Buy |
64,894
+1,946
| +3% | +$92.7K | 1.86% | 12 |
|
|
2022
Q3 | $2.52M | Buy |
62,948
+538
| +0.9% | +$21.5K | 2.52% | 11 |
|
|
2022
Q2 | $2.66M | Buy |
+62,410
| New | +$2.66M | 2.62% | 11 |
|
|
2022
Q1 | – | Sell |
-59,472
| Closed | -$3.77M | – | 103 |
|
|
2021
Q4 | $3.77M | Buy |
59,472
+2,356
| +4% | +$149K | 2.85% | 5 |
|
|
2021
Q3 | $3.11M | Buy |
57,116
+352
| +0.6% | +$19.2K | 2.32% | 7 |
|
|
2021
Q2 | $3.01M | Sell |
56,764
-278
| -0.5% | -$14.7K | 2.17% | 7 |
|
|
2021
Q1 | $2.97M | Sell |
57,042
-16,102
| -22% | -$837K | 2.31% | 7 |
|
|
2020
Q4 | $3.27M | Buy |
+73,144
| New | +$3.27M | 2.49% | 5 |
|