SWA
SFMG Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
23,859
-68,402
| -74% | -$4.75M | 0.12% | 80 |
|
|
2025
Q1 | $5.69M | Buy |
92,261
+2,722
| +3% | +$168K | 0.45% | 33 |
|
|
2024
Q4 | $5.3M | Sell |
89,539
-1,994
| -2% | -$118K | 0.42% | 37 |
|
|
2024
Q3 | $4.87M | Sell |
91,533
-20,252
| -18% | -$1.08M | 0.39% | 34 |
|
|
2024
Q2 | $5.31M | Buy |
111,785
+1,756
| +2% | +$83.4K | 0.46% | 31 |
|
|
2024
Q1 | $5.49M | Sell |
110,029
-186
| -0.2% | -$9.28K | 0.47% | 29 |
|
|
2023
Q4 | $5.57M | Buy |
110,215
+19,545
| +22% | +$987K | 0.52% | 25 |
|
|
2023
Q3 | $4.87M | Buy |
90,670
+2,671
| +3% | +$144K | 0.5% | 26 |
|
|
2023
Q2 | $4.55M | Buy |
87,999
+2,847
| +3% | +$147K | 0.47% | 28 |
|
|
2023
Q1 | $4.45M | Sell |
85,152
-518
| -0.6% | -$27.1K | 0.48% | 28 |
|
|
2022
Q4 | $4.08M | Sell |
85,670
-4,322
| -5% | -$206K | 0.45% | 30 |
|
|
2022
Q3 | $3.53M | Buy |
89,992
+4,161
| +5% | +$163K | 0.41% | 32 |
|
|
2022
Q2 | $3.66M | Buy |
85,831
+6,040
| +8% | +$258K | 0.42% | 33 |
|
|
2022
Q1 | $4.45M | Buy |
79,791
+7,670
| +11% | +$428K | 0.44% | 33 |
|
|
2021
Q4 | $4.57M | Buy |
72,121
+8,229
| +13% | +$521K | 0.44% | 31 |
|
|
2021
Q3 | $3.48M | Buy |
63,892
+16,515
| +35% | +$899K | 0.39% | 36 |
|
|
2021
Q2 | $2.51M | Buy |
47,377
+3,565
| +8% | +$189K | 0.28% | 44 |
|
|
2021
Q1 | $2.27M | Buy |
43,812
+21,847
| +99% | +$1.13M | 0.26% | 50 |
|
|
2020
Q4 | $983K | Buy |
21,965
+431
| +2% | +$19.3K | 0.12% | 82 |
|
|
2020
Q3 | $848K | Sell |
21,534
-588
| -3% | -$23.2K | 0.12% | 75 |
|
|
2020
Q2 | $1.03M | Buy |
22,122
+6,416
| +41% | +$299K | 0.15% | 56 |
|
|
2020
Q1 | $617K | Buy |
15,706
+2,369
| +18% | +$93.1K | 0.09% | 62 |
|
|
2019
Q4 | $640K | Buy |
13,337
+448
| +3% | +$21.5K | 0.08% | 88 |
|
|
2019
Q3 | $637K | Buy |
12,889
+3,373
| +35% | +$167K | 0.09% | 75 |
|
|
2019
Q2 | $538K | Buy |
9,516
+31
| +0.3% | +$1.75K | 0.07% | 84 |
|
|
2019
Q1 | $512K | Buy |
9,485
+1,751
| +23% | +$94.5K | 0.07% | 78 |
|
|
2018
Q4 | $335K | Sell |
7,734
-2,221
| -22% | -$96.2K | 0.05% | 100 |
|
|
2018
Q3 | $453K | Buy |
9,955
+1,831
| +23% | +$83.3K | 0.07% | 76 |
|
|
2018
Q2 | $350K | Sell |
8,124
-268
| -3% | -$11.5K | 0.06% | 96 |
|
|
2018
Q1 | $360K | Buy |
8,392
+699
| +9% | +$30K | 0.06% | 94 |
|
|
2017
Q4 | $295K | Buy |
7,693
+227
| +3% | +$8.71K | 0.05% | 107 |
|
|
2017
Q3 | $251K | Buy |
7,466
+39
| +0.5% | +$1.31K | 0.05% | 109 |
|
|
2017
Q2 | $232K | Buy |
7,427
+451
| +6% | +$14.1K | 0.05% | 108 |
|
|
2017
Q1 | $236K | Buy |
6,976
+178
| +3% | +$6.02K | 0.05% | 106 |
|
|
2016
Q4 | $205K | Buy |
6,798
+26
| +0.4% | +$784 | 0.04% | 111 |
|
|
2016
Q3 | $215K | Buy |
+6,772
| New | +$215K | 0.05% | 104 |
|
|
2015
Q2 | – | Sell |
-17,722
| Closed | -$488K | – | 128 |
|
|
2015
Q1 | $488K | Buy |
+17,722
| New | +$488K | 0.04% | 104 |
|