Sax 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 | $745K | Sell |
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|
2025
Q2 | $784K | Buy |
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|
2025
Q1 | $564K | Buy |
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|
2024
Q4 | $468K | Buy |
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|
2024
Q3 | $391K | Sell |
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|
2024
Q2 | $370K | Buy |
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|
2024
Q1 | $310K | Buy |
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|
2023
Q4 | $295K | Buy |
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|
2023
Q3 | $306K | Buy |
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|
2023
Q2 | $284K | Buy |
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|
2023
Q1 | $266K | Hold |
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|
2022
Q4 | $243K | Sell |
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|
2022
Q3 | $231K | Hold |
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|
2022
Q2 | $247K | Buy |
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|
2022
Q1 | $228K | Sell |
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|
2021
Q4 | $442K | Buy |
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|
2021
Q3 | $362K | Buy |
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|
2021
Q2 | $202K | Buy |
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