SVWAG
Sound View Wealth Advisors Group’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Buy |
46,508
+2,344
| +5% | +$163K | 0.24% | 95 |
|
|
2025
Q1 | $2.73M | Sell |
44,164
-698
| -2% | -$43.1K | 0.22% | 99 |
|
|
2024
Q4 | $2.66M | Buy |
44,862
+1,871
| +4% | +$111K | 0.21% | 99 |
|
|
2024
Q3 | $2.29M | Buy |
42,991
+2,377
| +6% | +$127K | 0.19% | 117 |
|
|
2024
Q2 | $1.93M | Buy |
40,614
+370
| +0.9% | +$17.6K | 0.2% | 112 |
|
|
2024
Q1 | $2.01M | Sell |
40,244
-8
| -0% | -$399 | 0.21% | 112 |
|
|
2023
Q4 | $2.03M | Sell |
40,252
-1,374
| -3% | -$69.4K | 0.22% | 109 |
|
|
2023
Q3 | $2.24M | Sell |
41,626
-735
| -2% | -$39.5K | 0.28% | 88 |
|
|
2023
Q2 | $2.19M | Sell |
42,361
-1,803
| -4% | -$93.3K | 0.29% | 82 |
|
|
2023
Q1 | $2.31M | Buy |
44,164
+3,912
| +10% | +$204K | 0.32% | 77 |
|
|
2022
Q4 | $2.03M | Buy |
40,252
+9,037
| +29% | +$457K | 0.22% | 109 |
|
|
2022
Q3 | $1.25M | Sell |
31,215
-758
| -2% | -$30.3K | 0.28% | 92 |
|
|
2022
Q2 | $1.36M | Buy |
31,973
+161
| +0.5% | +$6.86K | 0.29% | 90 |
|
|
2022
Q1 | $1.77M | Sell |
31,812
-509
| -2% | -$28.4K | 0.34% | 75 |
|
|
2021
Q4 | $2.05M | Sell |
32,321
-194
| -0.6% | -$12.3K | 0.39% | 63 |
|
|
2021
Q3 | $1.77M | Buy |
32,515
+614
| +2% | +$33.4K | 0.37% | 67 |
|
|
2021
Q2 | $1.69M | Sell |
31,901
-1,098
| -3% | -$58.2K | 0.36% | 76 |
|
|
2021
Q1 | $1.71M | Sell |
32,999
-731
| -2% | -$37.8K | 0.4% | 71 |
|
|
2020
Q4 | $1.51M | Sell |
33,730
-672
| -2% | -$30.1K | 0.37% | 76 |
|
|
2020
Q3 | $1.36M | Sell |
34,402
-400
| -1% | -$15.8K | 0.36% | 79 |
|
|
2020
Q2 | $1.62M | Sell |
34,802
-1,069
| -3% | -$49.9K | 0.46% | 61 |
|
|
2020
Q1 | $1.41M | Buy |
35,871
+1,888
| +6% | +$74.2K | 0.49% | 62 |
|
|
2019
Q4 | $1.63M | Sell |
33,983
-4,524
| -12% | -$217K | 0.46% | 66 |
|
|
2019
Q3 | $1.9M | Sell |
38,507
-1,691
| -4% | -$83.6K | 0.57% | 57 |
|
|
2019
Q2 | $2.2M | Buy |
+40,198
| New | +$2.2M | 0.65% | 49 |
|