SW
SkyOak Wealth’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
17,170
-1,687
| -9% | -$117K | 0.24% | 75 |
|
|
2025
Q1 | $1.16M | Hold |
18,857
| – | – | 0.25% | 73 |
|
|
2024
Q4 | $1.12M | Buy |
18,857
+3,700
| +24% | +$219K | 0.24% | 72 |
|
|
2024
Q3 | $807K | Hold |
15,157
| – | – | 0.18% | 84 |
|
|
2024
Q2 | $720K | Sell |
15,157
-1,201
| -7% | -$57.1K | 0.17% | 89 |
|
|
2024
Q1 | $816K | Sell |
16,358
-245
| -1% | -$12.2K | 0.2% | 88 |
|
|
2023
Q4 | $839K | Buy |
16,603
+500
| +3% | +$25.3K | 0.22% | 82 |
|
|
2023
Q3 | $866K | Hold |
16,103
| – | – | 0.25% | 79 |
|
|
2023
Q2 | $833K | Sell |
16,103
-2,237
| -12% | -$116K | 0.24% | 83 |
|
|
2023
Q1 | $959K | Sell |
18,340
-437
| -2% | -$22.8K | 0.29% | 73 |
|
|
2022
Q4 | $895K | Hold |
18,777
| – | – | 0.3% | 75 |
|
|
2022
Q3 | $751K | Buy |
18,777
+92
| +0.5% | +$3.68K | 0.27% | 82 |
|
|
2022
Q2 | $797K | Hold |
18,685
| – | – | 0.27% | 85 |
|
|
2022
Q1 | $1.04M | Hold |
18,685
| – | – | 0.29% | 82 |
|
|
2021
Q4 | $1.18M | Hold |
18,685
| – | – | 0.3% | 78 |
|
|
2021
Q3 | $1.02M | Hold |
18,685
| – | – | 0.27% | 81 |
|
|
2021
Q2 | $990K | Hold |
18,685
| – | – | 0.26% | 84 |
|
|
2021
Q1 | $955K | Sell |
18,685
-995
| -5% | -$50.9K | 0.27% | 85 |
|
|
2020
Q4 | $881K | Buy |
19,680
+1,900
| +11% | +$85.1K | 0.27% | 91 |
|
|
2020
Q3 | $700K | Sell |
17,780
-4,396
| -20% | -$173K | 0.25% | 94 |
|
|
2020
Q2 | $1.03M | Sell |
22,176
-2,197
| -9% | -$102K | 0.38% | 65 |
|
|
2020
Q1 | $958K | Buy |
24,373
+13,904
| +133% | +$547K | 0.49% | 48 |
|
|
2019
Q4 | $502K | Buy |
+10,469
| New | +$502K | 0.16% | 153 |
|