Robertson Stephens Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27M | Sell |
47,060
-7,300
| -13% | -$506K | 0.1% | 136 |
|
|
2025
Q1 | $3.35M | Buy |
54,360
+1,277
| +2% | +$78.8K | 0.12% | 141 |
|
|
2024
Q4 | $3.14M | Buy |
53,083
+3,839
| +8% | +$227K | 0.11% | 153 |
|
|
2024
Q3 | $2.62M | Sell |
49,244
-479
| -1% | -$25.5K | 0.1% | 167 |
|
|
2024
Q2 | $2.36M | Sell |
49,723
-2,717
| -5% | -$129K | 0.12% | 135 |
|
|
2024
Q1 | $2.62M | Buy |
52,440
+3,330
| +7% | +$166K | 0.14% | 127 |
|
|
2023
Q4 | $2.48M | Buy |
49,110
+6,539
| +15% | +$330K | 0.15% | 122 |
|
|
2023
Q3 | $2.29M | Buy |
42,571
+11,541
| +37% | +$620K | 0.15% | 134 |
|
|
2023
Q2 | $1.61M | Sell |
31,030
-2,090
| -6% | -$108K | 0.11% | 152 |
|
|
2023
Q1 | $1.73M | Buy |
33,120
+3,896
| +13% | +$204K | 0.13% | 138 |
|
|
2022
Q4 | $1.39M | Sell |
29,224
-332
| -1% | -$15.8K | 0.14% | 141 |
|
|
2022
Q3 | $1.18M | Sell |
29,556
-4,176
| -12% | -$167K | 0.12% | 132 |
|
|
2022
Q2 | $1.44M | Sell |
33,732
-3,668
| -10% | -$156K | 0.14% | 124 |
|
|
2022
Q1 | $2.09M | Sell |
37,400
-1,866
| -5% | -$104K | 0.18% | 108 |
|
|
2021
Q4 | $2.49M | Buy |
39,266
+17,396
| +80% | +$1.1M | 0.21% | 97 |
|
|
2021
Q3 | $1.19M | Sell |
21,870
-5,598
| -20% | -$305K | 0.13% | 99 |
|
|
2021
Q2 | $1.46M | Buy |
27,468
+1,704
| +7% | +$90.3K | 0.17% | 95 |
|
|
2021
Q1 | $1.33M | Buy |
25,764
+7,563
| +42% | +$391K | 0.21% | 82 |
|
|
2020
Q4 | $814K | Sell |
18,201
-422
| -2% | -$18.9K | 0.17% | 100 |
|
|
2020
Q3 | $733K | Buy |
18,623
+7,908
| +74% | +$311K | 0.18% | 106 |
|
|
2020
Q2 | $499K | Sell |
10,715
-3,872
| -27% | -$180K | 0.14% | 109 |
|
|
2020
Q1 | $573K | Buy |
14,587
+4,165
| +40% | +$164K | 0.2% | 96 |
|
|
2019
Q4 | $499K | Sell |
10,422
-15,227
| -59% | -$729K | 0.25% | 64 |
|
|
2019
Q3 | $1.27M | Buy |
+25,649
| New | +$1.27M | 0.64% | 38 |
|