PS
Planned Solutions’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Hold |
5,774
| – | – | 0.15% | 72 |
|
|
2025
Q1 | $356K | Sell |
5,774
-220
| -4% | -$13.6K | 0.14% | 69 |
|
|
2024
Q4 | $355K | Sell |
5,994
-878
| -13% | -$52K | 0.14% | 65 |
|
|
2024
Q3 | $366K | Buy |
6,872
+1,740
| +34% | +$92.6K | 0.15% | 62 |
|
|
2024
Q2 | $244K | Buy |
5,132
+620
| +14% | +$29.5K | 0.12% | 78 |
|
|
2024
Q1 | $225K | Sell |
4,512
-1,200
| -21% | -$59.9K | 0.11% | 86 |
|
|
2023
Q4 | $289K | Hold |
5,712
| – | – | 0.14% | 62 |
|
|
2023
Q3 | $307K | Sell |
5,712
-257
| -4% | -$13.8K | 0.18% | 55 |
|
|
2023
Q2 | $309K | Sell |
5,969
-8
| -0.1% | -$414 | 0.18% | 54 |
|
|
2023
Q1 | $312K | Buy |
5,977
+8
| +0.1% | +$418 | 0.2% | 52 |
|
|
2022
Q4 | $284K | Hold |
5,969
| – | – | 0.21% | 50 |
|
|
2022
Q3 | $239K | Sell |
5,969
-166
| -3% | -$6.65K | 0.2% | 54 |
|
|
2022
Q2 | $262K | Buy |
6,135
+515
| +9% | +$22K | 0.24% | 45 |
|
|
2022
Q1 | $313K | Buy |
5,620
+236
| +4% | +$13.1K | 0.22% | 47 |
|
|
2021
Q4 | $341K | Buy |
+5,384
| New | +$341K | 0.23% | 49 |
|
|
2021
Q2 | $280K | Buy |
5,284
+1,000
| +23% | +$53K | 0.19% | 53 |
|
|
2021
Q1 | $222K | Buy |
4,284
+480
| +13% | +$24.9K | 0.17% | 56 |
|
|
2020
Q4 | $170K | Hold |
3,804
| – | – | 0.14% | 62 |
|
|
2020
Q3 | $150K | Buy |
+3,804
| New | +$150K | 0.15% | 59 |
|