RWA
Roberts Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.55M | Sell |
79,980
-2,169
| -3% | -$150K | 1.6% | 19 |
|
|
2025
Q1 | $5.07M | Sell |
82,149
-1,310
| -2% | -$80.8K | 1.56% | 20 |
|
|
2024
Q4 | $5.01M | Sell |
83,459
-194
| -0.2% | -$11.6K | 1.52% | 19 |
|
|
2024
Q3 | $4.41M | Buy |
83,653
+194
| +0.2% | +$10.2K | 1.43% | 23 |
|
|
2024
Q2 | $3.82M | Buy |
83,459
+4,020
| +5% | +$184K | 1.3% | 25 |
|
|
2024
Q1 | $3.83M | Buy |
79,439
+511
| +0.6% | +$24.7K | 1.43% | 24 |
|
|
2023
Q4 | $11.9M | Sell |
78,928
-686
| -0.9% | -$104K | 1.86% | 20 |
|
|
2023
Q3 | $4.31M | Buy |
79,614
+91
| +0.1% | +$4.93K | 1.9% | 11 |
|
|
2023
Q2 | $4.11M | Sell |
79,523
-2,434
| -3% | -$126K | 1.81% | 15 |
|
|
2023
Q1 | $4.25M | Buy |
81,957
+864
| +1% | +$44.8K | 1.95% | 13 |
|
|
2022
Q4 | $3.89M | Buy |
81,093
+728
| +0.9% | +$34.9K | 1.88% | 14 |
|
|
2022
Q3 | $3.34M | Buy |
80,365
+1,096
| +1% | +$45.5K | 1.64% | 17 |
|
|
2022
Q2 | $3.44M | Buy |
79,269
+2,693
| +4% | +$117K | 1.5% | 20 |
|
|
2022
Q1 | $4.26M | Sell |
76,576
-900
| -1% | -$50.1K | 1.67% | 15 |
|
|
2021
Q4 | $4.89M | Buy |
77,476
+382
| +0.5% | +$24.1K | 1.76% | 15 |
|
|
2021
Q3 | $4.2M | Buy |
+77,094
| New | +$4.2M | 1.66% | 17 |
|