SDWMA
Schneider Downs Wealth Management Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Sell |
5,374
-311
| -5% | -$21.6K | 0.06% | 108 |
|
|
2025
Q1 | $351K | Buy |
5,685
+5
| +0.1% | +$309 | 0.06% | 104 |
|
|
2024
Q4 | $336K | Hold |
5,680
| – | – | 0.06% | 105 |
|
|
2024
Q3 | $302K | Sell |
5,680
-28
| -0.5% | -$1.49K | 0.06% | 110 |
|
|
2024
Q2 | $271K | Sell |
5,708
-1,805
| -24% | -$85.8K | 0.06% | 108 |
|
|
2024
Q1 | $375K | Buy |
+7,513
| New | +$375K | 0.09% | 92 |
|
|
2022
Q4 | – | Sell |
-10,238
| Closed | -$410K | – | 123 |
|
|
2022
Q3 | $410K | Sell |
10,238
-1,731
| -14% | -$69.3K | 0.12% | 75 |
|
|
2022
Q2 | $510K | Buy |
11,969
+2,038
| +21% | +$86.8K | 0.14% | 72 |
|
|
2022
Q1 | $554K | Sell |
9,931
-1,541
| -13% | -$86K | 0.14% | 72 |
|
|
2021
Q4 | $727K | Sell |
11,472
-1,215
| -10% | -$77K | 0.17% | 67 |
|
|
2021
Q3 | $691K | Buy |
12,687
+1,366
| +12% | +$74.4K | 0.18% | 64 |
|
|
2021
Q2 | $600K | Sell |
11,321
-76
| -0.7% | -$4.03K | 0.16% | 67 |
|
|
2021
Q1 | $589K | Buy |
11,397
+5,349
| +88% | +$276K | 0.14% | 62 |
|
|
2020
Q4 | $271K | Sell |
6,048
-1,108
| -15% | -$49.6K | 0.08% | 70 |
|
|
2020
Q3 | $282K | Buy |
7,156
+40
| +0.6% | +$1.58K | 0.09% | 74 |
|
|
2020
Q2 | $332K | Hold |
7,116
| – | – | 0.11% | 57 |
|
|
2020
Q1 | $280K | Buy |
+7,116
| New | +$280K | 0.1% | 64 |
|