PMFA
Plante Moran Financial Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $529K | Sell |
7,624
-275
| -3% | -$19.1K | 0.04% | 81 |
|
|
2025
Q1 | $487K | Buy |
7,899
+707
| +10% | +$43.6K | 0.04% | 80 |
|
|
2024
Q4 | $426K | Sell |
7,192
-1,157
| -14% | -$68.5K | 0.04% | 99 |
|
|
2024
Q3 | $444K | Buy |
8,349
+1,254
| +18% | +$66.7K | 0.04% | 92 |
|
|
2024
Q2 | $337K | Sell |
7,095
-300
| -4% | -$14.3K | 0.03% | 112 |
|
|
2024
Q1 | $369K | Sell |
7,395
-21
| -0.3% | -$1.05K | 0.04% | 101 |
|
|
2023
Q4 | $375K | Buy |
7,416
+1,831
| +33% | +$92.5K | 0.04% | 105 |
|
|
2023
Q3 | $300K | Sell |
5,585
-1,402
| -20% | -$75.4K | 0.04% | 109 |
|
|
2023
Q2 | $361K | Sell |
6,987
-68
| -1% | -$3.52K | 0.04% | 100 |
|
|
2023
Q1 | $369K | Sell |
7,055
-99
| -1% | -$5.18K | 0.05% | 95 |
|
|
2022
Q4 | $341K | Hold |
7,154
| – | – | 0.05% | 106 |
|
|
2022
Q3 | $286K | Sell |
7,154
-709
| -9% | -$28.3K | 0.05% | 116 |
|
|
2022
Q2 | $335K | Sell |
7,863
-531
| -6% | -$22.6K | 0.06% | 107 |
|
|
2022
Q1 | $468K | Sell |
8,394
-1,377
| -14% | -$76.8K | 0.09% | 89 |
|
|
2021
Q4 | $619K | Sell |
9,771
-1,386
| -12% | -$87.8K | 0.1% | 72 |
|
|
2021
Q3 | $607K | Buy |
11,157
+3,478
| +45% | +$189K | 0.13% | 75 |
|
|
2021
Q2 | $407K | Buy |
7,679
+2,277
| +42% | +$121K | 0.1% | 98 |
|
|
2021
Q1 | $279K | Sell |
5,402
-4,228
| -44% | -$218K | 0.08% | 133 |
|
|
2020
Q4 | $431K | Buy |
9,630
+3,310
| +52% | +$148K | 0.13% | 93 |
|
|
2020
Q3 | $249K | Sell |
6,320
-434
| -6% | -$17.1K | 0.09% | 127 |
|
|
2020
Q2 | $315K | Buy |
6,754
+842
| +14% | +$39.3K | 0.13% | 93 |
|
|
2020
Q1 | $232K | Sell |
5,912
-1,759
| -23% | -$69K | 0.11% | 102 |
|
|
2019
Q4 | $368K | Sell |
7,671
-9,376
| -55% | -$450K | 0.13% | 99 |
|
|
2019
Q3 | $842K | Sell |
17,047
-387
| -2% | -$19.1K | 0.25% | 56 |
|
|
2019
Q2 | $954K | Sell |
17,434
-1,494
| -8% | -$81.8K | 0.29% | 50 |
|
|
2019
Q1 | $1.02M | Buy |
18,928
+107
| +0.6% | +$5.78K | 0.32% | 47 |
|
|
2018
Q4 | $816K | Buy |
18,821
+1,920
| +11% | +$83.2K | 0.28% | 57 |
|
|
2018
Q3 | $822K | Sell |
16,901
-1,238
| -7% | -$60.2K | 0.27% | 51 |
|
|
2018
Q2 | $781K | Sell |
18,139
-1,202
| -6% | -$51.8K | 0.4% | 49 |
|
|
2018
Q1 | $830K | Sell |
19,341
-648
| -3% | -$27.8K | 0.45% | 46 |
|
|
2017
Q4 | $766K | Buy |
19,989
+1,339
| +7% | +$51.3K | 0.42% | 50 |
|
|
2017
Q3 | $627K | Buy |
18,650
+991
| +6% | +$33.3K | 0.37% | 60 |
|
|
2017
Q2 | $553K | Sell |
17,659
-455
| -3% | -$14.2K | 0.35% | 63 |
|
|
2017
Q1 | $612K | Sell |
18,114
-1,280
| -7% | -$43.2K | 0.37% | 61 |
|
|
2016
Q4 | $586K | Buy |
19,394
+1,797
| +10% | +$54.3K | 0.37% | 59 |
|
|
2016
Q3 | $558K | Sell |
17,597
-1,367
| -7% | -$43.3K | 0.38% | 56 |
|
|
2016
Q2 | $544K | Buy |
18,964
+2,236
| +13% | +$64.1K | 0.39% | 52 |
|
|
2016
Q1 | $476K | Buy |
16,728
+3,379
| +25% | +$96.2K | 0.37% | 59 |
|
|
2015
Q4 | $362K | Sell |
13,349
-4,783
| -26% | -$130K | 0.27% | 73 |
|
|
2015
Q3 | $476K | Buy |
18,132
+2,150
| +13% | +$56.4K | 0.37% | 60 |
|
|
2015
Q2 | $439K | Buy |
15,982
+5,650
| +55% | +$155K | 0.31% | 63 |
|
|
2015
Q1 | $284K | Sell |
10,332
-2,114
| -17% | -$58.1K | 0.2% | 91 |
|
|
2014
Q4 | $346K | Sell |
12,446
-1,436
| -10% | -$39.9K | 0.25% | 72 |
|
|
2014
Q3 | $349K | Buy |
13,882
+800
| +6% | +$20.1K | 0.31% | 65 |
|
|
2014
Q2 | $325K | Buy |
13,082
+857
| +7% | +$21.3K | 0.29% | 62 |
|
|
2014
Q1 | $274K | Sell |
12,225
-10,248
| -46% | -$230K | 0.3% | 58 |
|
|
2013
Q4 | $504K | Buy |
22,473
+8,672
| +63% | +$194K | 0.28% | 53 |
|
|
2013
Q3 | $323K | Sell |
13,801
-3,575
| -21% | -$83.7K | 0.2% | 56 |
|
|
2013
Q2 | $423K | Buy |
+17,376
| New | +$423K | 0.31% | 42 |
|