Secure Asset Management’s Cisco CSCO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$526K Buy
7,576
+952
+14% +$66.1K 0.1% 182
2025
Q1
$409K Buy
6,624
+132
+2% +$8.15K 0.08% 197
2024
Q4
$384K Buy
6,492
+2,254
+53% +$133K 0.06% 227
2024
Q3
$226K Buy
+4,238
New +$226K 0.04% 277
2023
Q4
Sell
-3,797
Closed -$204K 229
2023
Q3
$204K Buy
+3,797
New +$204K 0.06% 206
2022
Q1
Sell
-6,115
Closed -$388K 209
2021
Q4
$388K Buy
6,115
+94
+2% +$5.96K 0.16% 110
2021
Q3
$328K Sell
6,021
-111
-2% -$6.05K 0.16% 112
2021
Q2
$325K Sell
6,132
-976
-14% -$51.7K 0.16% 126
2021
Q1
$368K Sell
7,108
-1,490
-17% -$77.1K 0.2% 104
2020
Q4
$385K Sell
8,598
-3,078
-26% -$138K 0.23% 92
2020
Q3
$460K Sell
11,676
-4,557
-28% -$180K 0.32% 72
2020
Q2
$757K Buy
16,233
+5,851
+56% +$273K 0.53% 45
2020
Q1
$408K Sell
10,382
-3,173
-23% -$125K 0.44% 57
2019
Q4
$650K Buy
+13,555
New +$650K 0.46% 56