PWPS

Pinnacle Wealth Planning Services’s Cisco CSCO Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CSCO Stock Details CSCO Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.52M	Buy	21,921 +4,226	+24%	+$293K	0.2%	59
2025 Q1	$1.09M	Buy	17,695 +556	+3%	+$34.3K	0.16%	79
2024 Q4	$1.01M	Sell	17,139 -3,053	-15%	-$181K	0.15%	80
2024 Q3	$1.07M	Sell	20,192 -1,106	-5%	-$58.9K	0.15%	95
2024 Q2	$1.01M	Sell	21,298 -3,830	-15%	-$182K	0.14%	91
2024 Q1	$1.25M	Sell	25,128 -1,231	-5%	-$61.4K	0.18%	83
2023 Q4	$1.33M	Sell	26,359 -1,259	-5%	-$63.6K	0.21%	72
2023 Q3	$1.48M	Sell	27,618 -450	-2%	-$24.2K	0.24%	57
2023 Q2	$1.45M	Sell	28,068 -1,900	-6%	-$98.3K	0.23%	63
2023 Q1	$1.57M	Buy	29,968 +2,818	+10%	+$147K	0.26%	57
2022 Q4	$1.29M	Sell	27,150 -9,212	-25%	-$439K	0.23%	67
2022 Q3	$1.46M	Buy	36,362 +2,154	+6%	+$86.2K	0.27%	62
2022 Q2	$1.46M	Sell	34,208 -1,848	-5%	-$78.8K	0.26%	61
2022 Q1	$2.01M	Buy	36,056 +4,357	+14%	+$243K	0.37%	47
2021 Q4	$2.01M	Buy	31,699 +1,240	+4%	+$78.6K	0.39%	47
2021 Q3	$1.66M	Buy	30,459 +1,873	+7%	+$102K	0.37%	54
2021 Q2	$1.52M	Buy	28,586 +466	+2%	+$24.7K	0.35%	53
2021 Q1	$1.45M	Buy	28,120 +3,263	+13%	+$169K	0.37%	54
2020 Q4	$1.11M	Buy	24,857 +3,507	+16%	+$157K	0.27%	57
2020 Q3	$841K	Sell	21,350 -1,762	-8%	-$69.4K	0.28%	65
2020 Q2	$1.08M	Sell	23,112 -2,004	-8%	-$93.5K	0.35%	54
2020 Q1	$987K	Buy	25,116 +4,361	+21%	+$171K	0.47%	43
2019 Q4	$995K	Buy	20,755 +841	+4%	+$40.3K	0.47%	41
2019 Q3	$983K	Buy	19,914 +626	+3%	+$30.9K	0.54%	35
2019 Q2	$1.06M	Buy	19,288 +1,407	+8%	+$77K	0.64%	25
2019 Q1	$966K	Sell	17,881 -3,122	-15%	-$169K	0.65%	26
2018 Q4	$910K	Buy	21,003 +994	+5%	+$43.1K	0.58%	32
2018 Q3	$974K	Buy	20,009 +352	+2%	+$17.1K	0.89%	28
2018 Q2	$846K	Buy	19,657 +777	+4%	+$33.4K	0.82%	31
2018 Q1	$809K	Buy	18,880 +11,912	+171%	+$510K	0.83%	33
2017 Q4	$267K	Buy	+6,968	New	+$267K	0.54%	37