Shepherd Financial Partners’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
17,454
+124
| +0.7% | +$8.6K | 0.13% | 104 |
|
|
2025
Q1 | $1.07M | Sell |
17,330
-256
| -1% | -$15.8K | 0.13% | 105 |
|
|
2024
Q4 | $1.04M | Buy |
17,586
+167
| +1% | +$9.89K | 0.12% | 96 |
|
|
2024
Q3 | $927K | Sell |
17,419
-13,092
| -43% | -$697K | 0.11% | 104 |
|
|
2024
Q2 | $1.45M | Sell |
30,511
-2,064
| -6% | -$98.1K | 0.19% | 76 |
|
|
2024
Q1 | $1.63M | Sell |
32,575
-1,036
| -3% | -$51.7K | 0.21% | 70 |
|
|
2023
Q4 | $1.7M | Buy |
33,611
+560
| +2% | +$28.3K | 0.24% | 67 |
|
|
2023
Q3 | $1.78M | Buy |
33,051
+1,339
| +4% | +$72K | 0.28% | 60 |
|
|
2023
Q2 | $1.64M | Buy |
31,712
+567
| +2% | +$29.3K | 0.25% | 65 |
|
|
2023
Q1 | $1.63M | Sell |
31,145
-90
| -0.3% | -$4.71K | 0.27% | 62 |
|
|
2022
Q4 | $1.49M | Buy |
31,235
+1,247
| +4% | +$59.4K | 0.27% | 62 |
|
|
2022
Q3 | $1.2M | Sell |
29,988
-173
| -0.6% | -$6.92K | 0.23% | 75 |
|
|
2022
Q2 | $1.29M | Buy |
30,161
+3,464
| +13% | +$148K | 0.25% | 69 |
|
|
2022
Q1 | $1.49M | Buy |
26,697
+17,216
| +182% | +$958K | 0.27% | 64 |
|
|
2021
Q4 | $600K | Buy |
9,481
+43
| +0.5% | +$2.72K | 0.1% | 106 |
|
|
2021
Q3 | $512K | Buy |
9,438
+55
| +0.6% | +$2.98K | 0.1% | 107 |
|
|
2021
Q2 | $497K | Buy |
9,383
+77
| +0.8% | +$4.08K | 0.09% | 111 |
|
|
2021
Q1 | $481K | Buy |
9,306
+92
| +1% | +$4.76K | 0.11% | 112 |
|
|
2020
Q4 | $411K | Sell |
9,214
-88
| -0.9% | -$3.93K | 0.09% | 112 |
|
|
2020
Q3 | $366K | Sell |
9,302
-609
| -6% | -$24K | 0.09% | 110 |
|
|
2020
Q2 | $462K | Buy |
9,911
+4,804
| +94% | +$224K | 0.13% | 89 |
|
|
2020
Q1 | $201K | Buy |
+5,107
| New | +$201K | 0.07% | 115 |
|