QFA
Quantum Financial Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Sell |
6,918
-156
| -2% | -$10.8K | 0.07% | 93 |
|
|
2025
Q1 | $437K | Sell |
7,074
-1
| -0% | -$62 | 0.07% | 97 |
|
|
2024
Q4 | $419K | Hold |
7,075
| – | – | 0.06% | 100 |
|
|
2024
Q3 | $377K | Sell |
7,075
-7
| -0.1% | -$373 | 0.06% | 106 |
|
|
2024
Q2 | $336K | Buy |
7,082
+100
| +1% | +$4.75K | 0.06% | 108 |
|
|
2024
Q1 | $348K | Buy |
6,982
+1,647
| +31% | +$82.2K | 0.06% | 100 |
|
|
2023
Q4 | $270K | Sell |
5,335
-3,272
| -38% | -$165K | 0.07% | 88 |
|
|
2023
Q3 | $463K | Buy |
8,607
+3,580
| +71% | +$192K | 0.14% | 59 |
|
|
2023
Q2 | $260K | Hold |
5,027
| – | – | 0.08% | 72 |
|
|
2023
Q1 | $263K | Hold |
5,027
| – | – | 0.08% | 72 |
|
|
2022
Q4 | $240K | Buy |
+5,027
| New | +$240K | 0.11% | 71 |
|
|
2022
Q3 | – | Sell |
-4,959
| Closed | -$228K | – | 87 |
|
|
2022
Q2 | $228K | Buy |
+4,959
| New | +$228K | 0.09% | 81 |
|