Regent Peak Wealth Advisors’s Cisco CSCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$538K Buy
2025
Q1
$480K Buy
2024
Q4
$448K Buy
2024
Q3
$402K Sell
2024
Q2
$398K Sell
2024
Q1
$2.49M Buy
2023
Q4
$2.49M Buy
2023
Q3
$2.61M Buy
2023
Q2
$2.49M Sell
2023
Q1
$2.69M Buy
2022
Q4
$2.3M Buy
2022
Q3
$1.64M Buy
2022
Q2
$1.66M Sell
2022
Q1
$2.18M Buy
2021
Q4
$2.42M Sell
2021
Q3
$2.23M Buy
2021
Q2
$2.23M Buy
2021
Q1
$1.76M Buy
2020
Q4
$1.41M Sell
2020
Q3
$1.33M Sell
2020
Q2
$1.58M Sell
2020
Q1
$1.34M Buy
2019
Q4
$1.36M Buy