RPWA
Regent Peak Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $480K | Buy |
7,784
+219
| +3% | +$13.5K | 0.11% | 86 |
|
|
2024
Q4 | $448K | Buy |
7,565
+12
| +0.2% | +$710 | 0.1% | 93 |
|
|
2024
Q3 | $402K | Sell |
7,553
-834
| -10% | -$44.4K | 0.09% | 99 |
|
|
2024
Q2 | $398K | Sell |
8,387
-41,480
| -83% | -$1.97M | 0.09% | 101 |
|
|
2024
Q1 | $2.49M | Buy |
49,867
+485
| +1% | +$24.2K | 0.63% | 39 |
|
|
2023
Q4 | $2.49M | Buy |
49,382
+769
| +2% | +$38.9K | 0.68% | 39 |
|
|
2023
Q3 | $2.61M | Buy |
48,613
+500
| +1% | +$26.9K | 0.8% | 28 |
|
|
2023
Q2 | $2.49M | Sell |
48,113
-3,310
| -6% | -$171K | 0.73% | 32 |
|
|
2023
Q1 | $2.69M | Buy |
51,423
+3,128
| +6% | +$164K | 0.83% | 26 |
|
|
2022
Q4 | $2.3M | Buy |
48,295
+7,225
| +18% | +$344K | 0.75% | 35 |
|
|
2022
Q3 | $1.64M | Buy |
41,070
+2,142
| +6% | +$85.6K | 0.58% | 43 |
|
|
2022
Q2 | $1.66M | Sell |
38,928
-134
| -0.3% | -$5.71K | 0.54% | 45 |
|
|
2022
Q1 | $2.18M | Buy |
39,062
+897
| +2% | +$50K | 0.62% | 39 |
|
|
2021
Q4 | $2.42M | Sell |
38,165
-2,863
| -7% | -$181K | 0.66% | 30 |
|
|
2021
Q3 | $2.23M | Buy |
41,028
+788
| +2% | +$42.9K | 0.64% | 33 |
|
|
2021
Q2 | $2.23M | Buy |
40,240
+6,224
| +18% | +$345K | 0.62% | 34 |
|
|
2021
Q1 | $1.76M | Buy |
34,016
+2,617
| +8% | +$135K | 0.58% | 42 |
|
|
2020
Q4 | $1.41M | Sell |
31,399
-2,346
| -7% | -$105K | 0.47% | 45 |
|
|
2020
Q3 | $1.33M | Sell |
33,745
-206
| -0.6% | -$8.11K | 0.57% | 43 |
|
|
2020
Q2 | $1.58M | Sell |
33,951
-61
| -0.2% | -$2.84K | 0.72% | 26 |
|
|
2020
Q1 | $1.34M | Buy |
34,012
+5,536
| +19% | +$218K | 0.74% | 27 |
|
|
2019
Q4 | $1.37M | Buy |
+28,476
| New | +$1.37M | 0.62% | 32 |
|