PWP
Principle Wealth Partners’s Cisco CSCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.4M | Sell |
192,456
-687
| -0.4% | -$47.7K | 0.83% | 27 |
|
2025
Q1 | $11.9M | Sell |
193,143
-115
| -0.1% | -$7.1K | 0.85% | 32 |
|
2024
Q4 | $11.4M | Sell |
193,258
-817
| -0.4% | -$48.4K | 0.8% | 31 |
|
2024
Q3 | $10.3M | Buy |
194,075
+2,879
| +2% | +$153K | 0.73% | 35 |
|
2024
Q2 | $9.08M | Sell |
191,196
-434
| -0.2% | -$20.6K | 0.69% | 36 |
|
2024
Q1 | $9.56M | Buy |
191,630
+1,937
| +1% | +$96.7K | 0.75% | 31 |
|
2023
Q4 | $9.58M | Sell |
189,693
-732
| -0.4% | -$37K | 0.83% | 29 |
|
2023
Q3 | $10.2M | Sell |
190,425
-459
| -0.2% | -$24.7K | 1.03% | 23 |
|
2023
Q2 | $9.88M | Buy |
190,884
+776
| +0.4% | +$40.2K | 0.99% | 24 |
|
2023
Q1 | $9.94M | Buy |
190,108
+4,631
| +2% | +$242K | 1.06% | 20 |
|
2022
Q4 | $8.84M | Sell |
185,477
-211
| -0.1% | -$10.1K | 1% | 20 |
|
2022
Q3 | $7.43K | Buy |
185,688
+17,950
| +11% | +$718 | 0.7% | 23 |
|
2022
Q2 | $7.15M | Sell |
167,738
-863
| -0.5% | -$36.8K | 0.86% | 22 |
|
2022
Q1 | $9.4M | Buy |
168,601
+3,294
| +2% | +$184K | 0.99% | 19 |
|
2021
Q4 | $10.5M | Sell |
165,307
-2,778
| -2% | -$176K | 1.1% | 19 |
|
2021
Q3 | $9.15M | Sell |
168,085
-547
| -0.3% | -$29.8K | 1.06% | 19 |
|
2021
Q2 | $8.94M | Sell |
168,632
-6,710
| -4% | -$356K | 1.01% | 21 |
|
2021
Q1 | $9.07M | Buy |
175,342
+23,159
| +15% | +$1.2M | 1.06% | 20 |
|
2020
Q4 | $6.81M | Buy |
152,183
+133,328
| +707% | +$5.97M | 0.9% | 22 |
|
2020
Q3 | $743K | Sell |
18,855
-1,205
| -6% | -$47.5K | 0.21% | 62 |
|
2020
Q2 | $936K | Sell |
20,060
-23
| -0.1% | -$1.07K | 0.27% | 53 |
|
2020
Q1 | $789K | Hold |
20,083
| – | – | 0.3% | 52 |
|
2019
Q4 | $963K | Buy |
20,083
+621
| +3% | +$29.8K | 0.31% | 60 |
|
2019
Q3 | $962K | Buy |
19,462
+3,150
| +19% | +$156K | 0.33% | 56 |
|
2019
Q2 | $893K | Sell |
16,312
-747
| -4% | -$40.9K | 0.46% | 45 |
|
2019
Q1 | $921K | Buy |
17,059
+1,812
| +12% | +$97.8K | 0.53% | 42 |
|
2018
Q4 | $700K | Buy |
+15,247
| New | +$700K | 0.59% | 42 |
|