SWA
Sax Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $784K | Buy |
11,306
+2,171
| +24% | +$151K | 0.05% | 200 |
|
|
2025
Q1 | $564K | Buy |
9,135
+1,225
| +15% | +$75.6K | 0.04% | 203 |
|
|
2024
Q4 | $468K | Buy |
7,910
+570
| +8% | +$33.7K | 0.04% | 200 |
|
|
2024
Q3 | $391K | Sell |
7,340
-455
| -6% | -$24.2K | 0.03% | 190 |
|
|
2024
Q2 | $370K | Buy |
7,795
+1,575
| +25% | +$74.8K | 0.04% | 181 |
|
|
2024
Q1 | $310K | Buy |
6,220
+386
| +7% | +$19.3K | 0.04% | 145 |
|
|
2023
Q4 | $295K | Buy |
5,834
+148
| +3% | +$7.48K | 0.05% | 150 |
|
|
2023
Q3 | $306K | Buy |
5,686
+196
| +4% | +$10.5K | 0.06% | 138 |
|
|
2023
Q2 | $284K | Buy |
5,490
+394
| +8% | +$20.4K | 0.06% | 140 |
|
|
2023
Q1 | $266K | Hold |
5,096
| – | – | 0.06% | 144 |
|
|
2022
Q4 | $243K | Sell |
5,096
-687
| -12% | -$32.7K | 0.06% | 144 |
|
|
2022
Q3 | $231K | Hold |
5,783
| – | – | 0.06% | 146 |
|
|
2022
Q2 | $247K | Buy |
5,783
+1,693
| +41% | +$72.3K | 0.06% | 145 |
|
|
2022
Q1 | $228K | Sell |
4,090
-2,887
| -41% | -$161K | 0.06% | 156 |
|
|
2021
Q4 | $442K | Buy |
6,977
+331
| +5% | +$21K | 0.09% | 119 |
|
|
2021
Q3 | $362K | Buy |
6,646
+2,837
| +74% | +$155K | 0.09% | 121 |
|
|
2021
Q2 | $202K | Buy |
+3,809
| New | +$202K | 0.07% | 156 |
|