Seaside Wealth Management’s Cisco CSCO Stock Holding History

Seaside Wealth Management’s Portfolio CSCO Stock Details CSCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,034	Closed	-$215K	–	61
2024 Q3	$215K	Buy	+4,034	New	+$196K	0.08%	56
2024 Q2	–	Sell	-4,034	Closed	-$201K	–	59
2024 Q1	$201K	Hold	4,034	–	–	0.09%	55
2023 Q4	$204K	Hold	4,034	–	–	0.09%	51
2023 Q3	$217K	Sell	4,034 -72	-2%	-$3.88K	0.11%	47
2023 Q2	$212K	Buy	4,106 +72	+2%	+$3.54K	0.11%	48
2023 Q1	$211K	Buy	+4,034	New	+$197K	0.13%	46
2022 Q4	–	Sell	-8,062	Closed	-$366K	–	49
2022 Q3	$366K	Hold	8,062	–	–	0.25%	31
2022 Q2	$365K	Buy	+8,062	New	+$386K	0.28%	28

Other funds holding CSCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Seaside Wealth Management's CSCO Position: Q4 2024 in Review

Seaside Wealth Management sold out of Cisco (CSCO) in Q4 2024, closing a stake of 4,034 shares — an estimated $215K sold.

Seaside Wealth Management first reported a position in CSCO in Q2 2022 and held it in 8 quarters. The position peaked at $366K in Q3 2022. 3,359 funds tracked by Wall St. Rank hold CSCO as of Q4 2024.

Seaside Wealth Management reported no remaining Cisco position as of Q4 2024 after selling out during the quarter.
Seaside Wealth Management sold 4,034 Cisco shares in Q4 2024, an estimated $215K.
Seaside Wealth Management first reported a position in Cisco in Q2 2022 and held it in 8 quarters.
Seaside Wealth Management's Cisco position peaked at $366K in Q3 2022.
3,359 funds tracked by Wall St. Rank held Cisco as of Q4 2024.

Based on Seaside Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.