SHFA
SS&H Financial Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.69M | Sell |
67,631
-900
| -1% | -$62.4K | 1.57% | 13 |
|
|
2025
Q1 | $4.23M | Sell |
68,531
-2,000
| -3% | -$123K | 1.58% | 13 |
|
|
2024
Q4 | $4.18M | Sell |
70,531
-575
| -0.8% | -$34K | 1.52% | 12 |
|
|
2024
Q3 | $3.78M | Buy |
71,106
+2,000
| +3% | +$106K | 1.38% | 17 |
|
|
2024
Q2 | $3.28M | Buy |
69,106
+125
| +0.2% | +$5.94K | 1.28% | 17 |
|
|
2024
Q1 | $3.44M | Buy |
68,981
+650
| +1% | +$32.4K | 1.43% | 15 |
|
|
2023
Q4 | $3.45M | Buy |
68,331
+3,000
| +5% | +$152K | 1.46% | 16 |
|
|
2023
Q3 | $3.51M | Buy |
+65,331
| New | +$3.51M | 1.64% | 16 |
|
|
2023
Q1 | $3.64M | Sell |
69,631
-1,100
| -2% | -$57.5K | 1.67% | 17 |
|
|
2022
Q4 | $3.37M | Sell |
70,731
-4,000
| -5% | -$191K | 1.6% | 16 |
|
|
2022
Q3 | $2.99M | Sell |
74,731
-1,000
| -1% | -$40K | 1.54% | 18 |
|
|
2022
Q2 | $3.23M | Sell |
75,731
-3,109
| -4% | -$133K | 1.49% | 22 |
|
|
2022
Q1 | $4.4M | Buy |
+78,840
| New | +$4.4M | 1.72% | 15 |
|