SSWM
Sheets Smith Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
15,062
-416
| -3% | -$28.9K | 0.12% | 160 |
|
|
2025
Q1 | $955K | Buy |
15,478
+812
| +6% | +$50.1K | 0.12% | 164 |
|
|
2024
Q4 | $868K | Sell |
14,666
-216
| -1% | -$12.8K | 0.11% | 175 |
|
|
2024
Q3 | $792K | Sell |
14,882
-117
| -0.8% | -$6.23K | 0.1% | 180 |
|
|
2024
Q2 | $713K | Buy |
14,999
+93
| +0.6% | +$4.42K | 0.09% | 188 |
|
|
2024
Q1 | $744K | Buy |
14,906
+88
| +0.6% | +$4.39K | 0.08% | 189 |
|
|
2023
Q4 | $749K | Sell |
14,818
-1,727
| -10% | -$87.2K | 0.11% | 165 |
|
|
2023
Q3 | $889K | Buy |
16,545
+37
| +0.2% | +$1.99K | 0.14% | 144 |
|
|
2023
Q2 | $854K | Sell |
16,508
-258
| -2% | -$13.3K | 0.12% | 153 |
|
|
2023
Q1 | $876K | Buy |
16,766
+2,111
| +14% | +$110K | 0.13% | 141 |
|
|
2022
Q4 | $698K | Sell |
14,655
-422
| -3% | -$20.1K | 0.11% | 161 |
|
|
2022
Q3 | $603K | Buy |
15,077
+3,638
| +32% | +$146K | 0.1% | 169 |
|
|
2022
Q2 | $488K | Buy |
11,439
+417
| +4% | +$17.8K | 0.08% | 184 |
|
|
2022
Q1 | $615K | Buy |
11,022
+347
| +3% | +$19.4K | 0.08% | 186 |
|
|
2021
Q4 | $676K | Buy |
10,675
+163
| +2% | +$10.3K | 0.08% | 192 |
|
|
2021
Q3 | $572K | Buy |
10,512
+135
| +1% | +$7.35K | 0.08% | 203 |
|
|
2021
Q2 | $550K | Buy |
10,377
+665
| +7% | +$35.2K | 0.07% | 209 |
|
|
2021
Q1 | $502K | Buy |
9,712
+252
| +3% | +$13K | 0.07% | 206 |
|
|
2020
Q4 | $423K | Buy |
9,460
+1,589
| +20% | +$71.1K | 0.06% | 224 |
|
|
2020
Q3 | $310K | Sell |
7,871
-316
| -4% | -$12.4K | 0.05% | 237 |
|
|
2020
Q2 | $382K | Sell |
8,187
-155
| -2% | -$7.23K | 0.08% | 183 |
|
|
2020
Q1 | $328K | Sell |
8,342
-97,085
| -92% | -$3.82M | 0.07% | 196 |
|
|
2019
Q4 | $5.06M | Buy |
105,427
+315
| +0.3% | +$15.1K | 0.97% | 29 |
|
|
2019
Q3 | $5.19M | Sell |
105,112
-496
| -0.5% | -$24.5K | 1.07% | 22 |
|
|
2019
Q2 | $5.78M | Buy |
105,608
+261
| +0.2% | +$14.3K | 1.19% | 17 |
|
|
2019
Q1 | $5.69M | Buy |
105,347
+2,835
| +3% | +$153K | 1.23% | 16 |
|
|
2018
Q4 | $4.44M | Buy |
102,512
+1,004
| +1% | +$43.5K | 1.2% | 19 |
|
|
2018
Q3 | $4.94M | Buy |
101,508
+15,667
| +18% | +$762K | 1.02% | 20 |
|
|
2018
Q2 | $3.69M | Buy |
85,841
+80,503
| +1,508% | +$3.46M | 0.86% | 32 |
|
|
2018
Q1 | $229K | Buy |
5,338
+3
| +0.1% | +$129 | 0.06% | 283 |
|
|
2017
Q4 | $204K | Buy |
+5,335
| New | +$204K | 0.05% | 313 |
|
|
2013
Q3 | – | Sell |
-8,305
| Closed | -$202K | – | 238 |
|
|
2013
Q2 | $202K | Buy |
+8,305
| New | +$202K | 0.07% | 214 |
|