PA
Planning Alternatives’s Cisco CSCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $222K | Sell |
3,199
-2,306
| -42% | -$160K | 0.03% | 75 |
|
2025
Q1 | $340K | Buy |
+5,505
| New | +$340K | 0.05% | 61 |
|
2022
Q1 | – | Sell |
-3,498
| Closed | -$222K | – | 48 |
|
2021
Q4 | $222K | Buy |
+3,498
| New | +$222K | 0.03% | 44 |
|
2021
Q2 | – | Sell |
-4,641
| Closed | -$240K | – | 46 |
|
2021
Q1 | $240K | Sell |
4,641
-328
| -7% | -$17K | 0.04% | 42 |
|
2020
Q4 | $222K | Buy |
+4,969
| New | +$222K | 0.04% | 41 |
|
2020
Q3 | – | Sell |
-5,008
| Closed | -$234K | – | 46 |
|
2020
Q2 | $234K | Buy |
+5,008
| New | +$234K | 0.05% | 40 |
|
2020
Q1 | – | Sell |
-5,302
| Closed | -$254K | – | 46 |
|
2019
Q4 | $254K | Buy |
5,302
+139
| +3% | +$6.66K | 0.04% | 44 |
|
2019
Q3 | $255K | Buy |
5,163
+23
| +0.4% | +$1.14K | 0.05% | 44 |
|
2019
Q2 | $281K | Buy |
+5,140
| New | +$281K | 0.05% | 44 |
|
2019
Q1 | – | Sell |
-5,090
| Closed | -$221K | – | 46 |
|
2018
Q4 | $221K | Sell |
5,090
-420
| -8% | -$18.2K | 0.05% | 41 |
|
2018
Q3 | $268K | Buy |
5,510
+265
| +5% | +$12.9K | 0.05% | 41 |
|
2018
Q2 | $226K | Buy |
+5,245
| New | +$226K | 0.04% | 44 |
|
2018
Q1 | – | Sell |
-5,567
| Closed | -$213K | – | 39 |
|
2017
Q4 | $213K | Buy |
+5,567
| New | +$213K | 0.04% | 48 |
|