SWA
SOA Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
24,197
-1,988
| -8% | -$138K | 0.32% | 57 |
|
|
2025
Q1 | $1.62M | Sell |
26,185
-72
| -0.3% | -$4.44K | 0.34% | 52 |
|
|
2024
Q4 | $1.55M | Sell |
26,257
-287
| -1% | -$17K | 0.29% | 58 |
|
|
2024
Q3 | $1.41M | Sell |
26,544
-1,597
| -6% | -$85K | 0.27% | 61 |
|
|
2024
Q2 | $1.34M | Sell |
28,141
-11,367
| -29% | -$540K | 0.27% | 60 |
|
|
2024
Q1 | $1.97M | Buy |
39,508
+407
| +1% | +$20.3K | 0.41% | 47 |
|
|
2023
Q4 | $1.98M | Sell |
39,101
-32
| -0.1% | -$1.62K | 0.44% | 45 |
|
|
2023
Q3 | $2.1M | Buy |
39,133
+742
| +2% | +$39.9K | 0.52% | 37 |
|
|
2023
Q2 | $1.99M | Sell |
38,391
-327
| -0.8% | -$16.9K | 0.47% | 41 |
|
|
2023
Q1 | $2.02M | Sell |
38,718
-2,828
| -7% | -$148K | 0.5% | 42 |
|
|
2022
Q4 | $1.98M | Buy |
41,546
+102
| +0.2% | +$4.86K | 0.53% | 44 |
|
|
2022
Q3 | $1.66M | Buy |
41,444
+766
| +2% | +$30.6K | 0.5% | 44 |
|
|
2022
Q2 | $1.73M | Buy |
40,678
+181
| +0.4% | +$7.72K | 0.51% | 47 |
|
|
2022
Q1 | $2.26M | Buy |
40,497
+3,761
| +10% | +$210K | 0.55% | 47 |
|
|
2021
Q4 | $2.34M | Sell |
36,736
-3,568
| -9% | -$227K | 0.57% | 47 |
|
|
2021
Q3 | $2.19M | Sell |
40,304
-860
| -2% | -$46.8K | 0.56% | 48 |
|
|
2021
Q2 | $2.18M | Buy |
41,164
+6,930
| +20% | +$367K | 0.56% | 46 |
|
|
2021
Q1 | $1.77M | Sell |
34,234
-46
| -0.1% | -$2.38K | 0.5% | 47 |
|
|
2020
Q4 | $1.62M | Buy |
+34,280
| New | +$1.62M | 0.44% | 48 |
|