SIA
Schechter Investment Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.86M | Sell |
46,421
-641
| -1% | -$39.6K | 0.24% | 86 |
|
|
2024
Q4 | $2.79M | Buy |
47,062
+501
| +1% | +$29.7K | 0.21% | 97 |
|
|
2024
Q3 | $2.48M | Buy |
46,561
+6,080
| +15% | +$324K | 0.18% | 100 |
|
|
2024
Q2 | $1.92M | Sell |
40,481
-8,265
| -17% | -$393K | 0.14% | 124 |
|
|
2024
Q1 | $2.43M | Buy |
48,746
+6,044
| +14% | +$302K | 0.18% | 105 |
|
|
2023
Q4 | $2.16M | Sell |
42,702
-23,946
| -36% | -$1.21M | 0.19% | 105 |
|
|
2023
Q3 | $3.58M | Sell |
66,648
-387
| -0.6% | -$20.8K | 0.35% | 51 |
|
|
2023
Q2 | $3.47M | Buy |
67,035
+997
| +2% | +$51.6K | 0.31% | 56 |
|
|
2023
Q1 | $3.45M | Buy |
66,038
+1,425
| +2% | +$74.5K | 0.32% | 53 |
|
|
2022
Q4 | $3.08M | Buy |
64,613
+6,102
| +10% | +$291K | 0.28% | 59 |
|
|
2022
Q3 | $2.34M | Sell |
58,511
-2,329
| -4% | -$93.1K | 0.23% | 72 |
|
|
2022
Q2 | $2.59M | Sell |
60,840
-1,019
| -2% | -$43.4K | 0.25% | 56 |
|
|
2022
Q1 | $3.45M | Buy |
61,859
+2,570
| +4% | +$143K | 0.32% | 44 |
|
|
2021
Q4 | $3.76M | Buy |
+59,289
| New | +$3.76M | 0.34% | 46 |
|