Soltis Investment Advisors’s Cisco CSCO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$938K Buy
13,523
+2,206
+19% +$153K 0.07% 180
2025
Q1
$698K Buy
11,317
+471
+4% +$29.1K 0.06% 200
2024
Q4
$642K Sell
10,846
-2,084
-16% -$123K 0.06% 214
2024
Q3
$688K Buy
12,930
+798
+7% +$42.5K 0.07% 187
2024
Q2
$576K Buy
12,132
+2,003
+20% +$95.2K 0.06% 200
2024
Q1
$506K Sell
10,129
-1,594
-14% -$79.6K 0.06% 203
2023
Q4
$592K Sell
11,723
-2,228
-16% -$113K 0.07% 172
2023
Q3
$750K Sell
13,951
-64,221
-82% -$3.45M 0.1% 143
2023
Q2
$4.04M Buy
78,172
+8,236
+12% +$426K 0.47% 61
2023
Q1
$3.66M Buy
69,936
+53,415
+323% +$2.79M 0.47% 60
2022
Q4
$787K Sell
16,521
-1,107
-6% -$52.7K 0.1% 136
2022
Q3
$705K Buy
17,628
+4,825
+38% +$193K 0.11% 141
2022
Q2
$546K Buy
12,803
+335
+3% +$14.3K 0.08% 156
2022
Q1
$695K Sell
12,468
-22,907
-65% -$1.28M 0.1% 146
2021
Q4
$2.24M Buy
35,375
+3,833
+12% +$243K 0.32% 68
2021
Q3
$1.72M Buy
31,542
+1,388
+5% +$75.6K 0.27% 81
2021
Q2
$1.6M Buy
30,154
+4,694
+18% +$249K 0.25% 84
2021
Q1
$1.32M Buy
25,460
+5,302
+26% +$274K 0.24% 87
2020
Q4
$902K Buy
20,158
+12,348
+158% +$553K 0.17% 100
2020
Q3
$308K Buy
7,810
+200
+3% +$7.89K 0.07% 161
2020
Q2
$355K Sell
7,610
-233
-3% -$10.9K 0.09% 140
2020
Q1
$308K Buy
7,843
+1,101
+16% +$43.2K 0.1% 116
2019
Q4
$323K Buy
+6,742
New +$323K 0.06% 114