PWMAG
Pinnacle Wealth Management Advisory Group’s Cisco CSCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.47M | Sell |
78,830
-208
| -0.3% | -$14.4K | 0.45% | 51 |
|
2025
Q1 | $4.88M | Buy |
79,038
+4,460
| +6% | +$275K | 0.46% | 54 |
|
2024
Q4 | $4.42M | Sell |
74,578
-22
| -0% | -$1.3K | 0.41% | 56 |
|
2024
Q3 | $3.97M | Buy |
74,600
+2,737
| +4% | +$146K | 0.38% | 60 |
|
2024
Q2 | $3.41M | Sell |
71,863
-7,620
| -10% | -$362K | 0.35% | 67 |
|
2024
Q1 | $3.97M | Sell |
79,483
-3,220
| -4% | -$161K | 0.43% | 55 |
|
2023
Q4 | $4.18M | Buy |
82,703
+416
| +0.5% | +$21K | 0.49% | 49 |
|
2023
Q3 | $4.42M | Buy |
82,287
+4,217
| +5% | +$227K | 0.57% | 41 |
|
2023
Q2 | $4.04M | Buy |
78,070
+668
| +0.9% | +$34.6K | 0.5% | 51 |
|
2023
Q1 | $4.05M | Sell |
77,402
-574
| -0.7% | -$30K | 0.55% | 50 |
|
2022
Q4 | $3.71M | Buy |
77,976
+8,265
| +12% | +$394K | 0.56% | 47 |
|
2022
Q3 | $2.79M | Buy |
69,711
+796
| +1% | +$31.8K | 0.46% | 53 |
|
2022
Q2 | $2.94M | Sell |
68,915
-4,511
| -6% | -$192K | 0.47% | 58 |
|
2022
Q1 | $4.09M | Buy |
73,426
+13,806
| +23% | +$770K | 0.59% | 46 |
|
2021
Q4 | $3.78M | Buy |
59,620
+8,366
| +16% | +$530K | 0.62% | 45 |
|
2021
Q3 | $2.79M | Sell |
51,254
-410
| -0.8% | -$22.3K | 0.65% | 38 |
|
2021
Q2 | $2.74M | Buy |
51,664
+4,271
| +9% | +$226K | 0.64% | 37 |
|
2021
Q1 | $2.45M | Sell |
47,393
-420
| -0.9% | -$21.7K | 0.69% | 37 |
|
2020
Q4 | $2.14M | Sell |
47,813
-349
| -0.7% | -$15.6K | 0.65% | 40 |
|
2020
Q3 | $1.9M | Buy |
48,162
+9,900
| +26% | +$390K | 0.66% | 40 |
|
2020
Q2 | $1.79M | Buy |
38,262
+5,307
| +16% | +$248K | 0.66% | 39 |
|
2020
Q1 | $1.3M | Buy |
32,955
+3,790
| +13% | +$149K | 0.63% | 45 |
|
2019
Q4 | $1.4M | Buy |
29,165
+36
| +0.1% | +$1.73K | 0.52% | 55 |
|
2019
Q3 | $1.44M | Buy |
29,129
+511
| +2% | +$25.2K | 0.6% | 50 |
|
2019
Q2 | $1.57M | Buy |
28,618
+302
| +1% | +$16.5K | 0.67% | 48 |
|
2019
Q1 | $1.53M | Buy |
28,316
+2,115
| +8% | +$114K | 0.69% | 43 |
|
2018
Q4 | $1.14M | Buy |
26,201
+1,241
| +5% | +$53.8K | 0.62% | 48 |
|
2018
Q3 | $1.21M | Buy |
24,960
+1,878
| +8% | +$91.3K | 0.6% | 52 |
|
2018
Q2 | $993K | Buy |
23,082
+2,321
| +11% | +$99.9K | 0.53% | 58 |
|
2018
Q1 | $890K | Sell |
20,761
-940
| -4% | -$40.3K | 0.5% | 60 |
|
2017
Q4 | $831K | Buy |
21,701
+261
| +1% | +$10K | 0.46% | 65 |
|
2017
Q3 | $721K | Buy |
21,440
+7,005
| +49% | +$236K | 0.42% | 72 |
|
2017
Q2 | $452K | Buy |
14,435
+4,079
| +39% | +$128K | 0.28% | 92 |
|
2017
Q1 | $350K | Sell |
10,356
-530
| -5% | -$17.9K | 0.24% | 93 |
|
2016
Q4 | $329K | Buy |
10,886
+1,031
| +10% | +$31.2K | 0.24% | 89 |
|
2016
Q3 | $313K | Buy |
9,855
+705
| +8% | +$22.4K | 0.24% | 94 |
|
2016
Q2 | $263K | Buy |
9,150
+1,179
| +15% | +$33.9K | 0.21% | 99 |
|
2016
Q1 | $227K | Buy |
7,971
+9
| +0.1% | +$256 | 0.2% | 100 |
|
2015
Q4 | $216K | Buy |
+7,962
| New | +$216K | 0.2% | 101 |
|