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