Schwarz Dygos Wheeler Investment 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
Q2 | $511K | Hold |
|
|||||
|
2025
Q1 | $455K | Hold |
|
|||||
|
2024
Q4 | $436K | Buy |
|
|||||
|
2024
Q3 | $379K | Hold |
|
|||||
|
2024
Q2 | $338K | Buy |
|
|||||
|
2024
Q1 | $355K | Hold |
|
|||||
|
2023
Q4 | $359K | Hold |
|
|||||
|
2023
Q3 | $382K | Hold |
|
|||||
|
2023
Q2 | $368K | Hold |
|
|||||
|
2023
Q1 | $371K | Sell |
|
|||||
|
2022
Q4 | $351K | Hold |
|
|||||
|
2022
Q3 | $295K | Sell |
|
|||||
|
2022
Q2 | $332K | Sell |
|
|||||
|
2022
Q1 | $457K | Hold |
|
|||||
|
2021
Q4 | $519K | Buy |
|
|||||
|
2021
Q3 | $393K | Sell |
|
|||||
|
2021
Q2 | $486K | Hold |
|
|||||
|
2021
Q1 | $474K | Buy |
|
|||||
|
2020
Q4 | $315K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $201K | Buy |
|