SDWIA
Schwarz Dygos Wheeler Investment Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Hold |
7,367
| – | – | 0.12% | 104 |
|
|
2025
Q1 | $455K | Hold |
7,367
| – | – | 0.11% | 109 |
|
|
2024
Q4 | $436K | Buy |
7,367
+254
| +4% | +$15K | 0.11% | 106 |
|
|
2024
Q3 | $379K | Hold |
7,113
| – | – | 0.09% | 107 |
|
|
2024
Q2 | $338K | Buy |
7,113
+10
| +0.1% | +$475 | 0.09% | 111 |
|
|
2024
Q1 | $355K | Hold |
7,103
| – | – | 0.1% | 110 |
|
|
2023
Q4 | $359K | Hold |
7,103
| – | – | 0.11% | 110 |
|
|
2023
Q3 | $382K | Hold |
7,103
| – | – | 0.13% | 100 |
|
|
2023
Q2 | $368K | Hold |
7,103
| – | – | 0.12% | 101 |
|
|
2023
Q1 | $371K | Sell |
7,103
-262
| -4% | -$13.7K | 0.13% | 95 |
|
|
2022
Q4 | $351K | Hold |
7,365
| – | – | 0.14% | 92 |
|
|
2022
Q3 | $295K | Sell |
7,365
-424
| -5% | -$17K | 0.13% | 90 |
|
|
2022
Q2 | $332K | Sell |
7,789
-400
| -5% | -$17.1K | 0.13% | 91 |
|
|
2022
Q1 | $457K | Hold |
8,189
| – | – | 0.15% | 85 |
|
|
2021
Q4 | $519K | Buy |
8,189
+965
| +13% | +$61.2K | 0.18% | 80 |
|
|
2021
Q3 | $393K | Sell |
7,224
-1,942
| -21% | -$106K | 0.14% | 88 |
|
|
2021
Q2 | $486K | Hold |
9,166
| – | – | 0.18% | 82 |
|
|
2021
Q1 | $474K | Buy |
9,166
+2,135
| +30% | +$110K | 0.2% | 73 |
|
|
2020
Q4 | $315K | Buy |
+7,031
| New | +$315K | 0.15% | 83 |
|
|
2020
Q3 | – | Sell |
-4,386
| Closed | -$201K | – | 101 |
|
|
2020
Q2 | $201K | Buy |
+4,386
| New | +$201K | 0.13% | 84 |
|