SWM
SeaCrest Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
25,337
-5,308
| -17% | -$368K | 0.19% | 100 |
|
|
2025
Q1 | $1.89M | Sell |
30,645
-1,099
| -3% | -$67.8K | 0.21% | 82 |
|
|
2024
Q4 | $1.88M | Buy |
31,744
+178
| +0.6% | +$10.5K | 0.2% | 90 |
|
|
2024
Q3 | $1.68M | Sell |
31,566
-1,573
| -5% | -$83.7K | 0.18% | 106 |
|
|
2024
Q2 | $1.57M | Sell |
33,139
-147
| -0.4% | -$6.98K | 0.18% | 112 |
|
|
2024
Q1 | $1.66M | Sell |
33,286
-15,803
| -32% | -$789K | 0.2% | 105 |
|
|
2023
Q4 | $2.46M | Sell |
49,089
-6,877
| -12% | -$344K | 0.3% | 55 |
|
|
2023
Q3 | $3.01M | Buy |
55,966
+224
| +0.4% | +$12K | 0.39% | 45 |
|
|
2023
Q2 | $2.88M | Sell |
55,742
-7,482
| -12% | -$387K | 0.36% | 47 |
|
|
2023
Q1 | $3.31M | Buy |
63,224
+9,942
| +19% | +$520K | 0.45% | 40 |
|
|
2022
Q4 | $2.54M | Buy |
53,282
+517
| +1% | +$24.6K | 0.36% | 49 |
|
|
2022
Q3 | $2.11M | Sell |
52,765
-5,073
| -9% | -$203K | 0.32% | 56 |
|
|
2022
Q2 | $2.47M | Buy |
57,838
+1,138
| +2% | +$48.5K | 0.31% | 52 |
|
|
2022
Q1 | $3.16M | Buy |
56,700
+1,892
| +3% | +$106K | 0.36% | 48 |
|
|
2021
Q4 | $3.47M | Sell |
54,808
-2,500
| -4% | -$158K | 0.38% | 49 |
|
|
2021
Q3 | $3.12M | Sell |
57,308
-128
| -0.2% | -$6.97K | 0.38% | 55 |
|
|
2021
Q2 | $3.04M | Buy |
57,436
+1,527
| +3% | +$80.9K | 0.37% | 55 |
|
|
2021
Q1 | $2.89M | Sell |
55,909
-6,019
| -10% | -$311K | 0.38% | 54 |
|
|
2020
Q4 | $2.77M | Sell |
61,928
-1,981
| -3% | -$88.6K | 0.39% | 51 |
|
|
2020
Q3 | $2.52M | Sell |
63,909
-29,199
| -31% | -$1.15M | 0.4% | 47 |
|
|
2020
Q2 | $4.34M | Buy |
93,108
+1,446
| +2% | +$67.4K | 0.75% | 23 |
|
|
2020
Q1 | $3.6M | Buy |
91,662
+11,147
| +14% | +$438K | 0.77% | 23 |
|
|
2019
Q4 | $3.86M | Buy |
80,515
+8,395
| +12% | +$403K | 0.65% | 31 |
|
|
2019
Q3 | $3.56M | Buy |
72,120
+8,608
| +14% | +$425K | 0.67% | 28 |
|
|
2019
Q2 | $3.48M | Sell |
63,512
-3,231
| -5% | -$177K | 0.71% | 27 |
|
|
2019
Q1 | $3.6M | Buy |
66,743
+1,782
| +3% | +$96.2K | 0.62% | 25 |
|
|
2018
Q4 | $2.82M | Sell |
64,961
-4,108
| -6% | -$178K | 0.58% | 31 |
|
|
2018
Q3 | $3.36M | Sell |
69,069
-846
| -1% | -$41.2K | 0.57% | 30 |
|
|
2018
Q2 | $3.01M | Sell |
69,915
-2,212
| -3% | -$95.2K | 0.54% | 33 |
|
|
2018
Q1 | $3.09M | Buy |
72,127
+4,165
| +6% | +$179K | 0.57% | 30 |
|
|
2017
Q4 | $2.6M | Buy |
+67,962
| New | +$2.6M | 0.48% | 41 |
|