Strategic Family Wealth Counselors’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Sell |
4,245
-364
| -8% | -$25.3K | 0.08% | 121 |
|
|
2025
Q1 | $284K | Buy |
4,609
+203
| +5% | +$12.5K | 0.09% | 118 |
|
|
2024
Q4 | $261K | Sell |
4,406
-293
| -6% | -$17.3K | 0.08% | 118 |
|
|
2024
Q3 | $250K | Buy |
4,699
+288
| +7% | +$15.3K | 0.09% | 114 |
|
|
2024
Q2 | $210K | Buy |
4,411
+14
| +0.3% | +$665 | 0.08% | 115 |
|
|
2024
Q1 | $219K | Buy |
4,397
+206
| +5% | +$10.3K | 0.09% | 108 |
|
|
2023
Q4 | $212K | Hold |
4,191
| – | – | 0.09% | 110 |
|
|
2023
Q3 | $225K | Hold |
4,191
| – | – | 0.11% | 98 |
|
|
2023
Q2 | $217K | Hold |
4,191
| – | – | 0.1% | 100 |
|
|
2023
Q1 | $219K | Buy |
+4,191
| New | +$219K | 0.1% | 96 |
|
|
2022
Q2 | – | Sell |
-3,906
| Closed | -$218K | – | 99 |
|
|
2022
Q1 | $218K | Hold |
3,906
| – | – | 0.09% | 94 |
|
|
2021
Q4 | $248K | Buy |
3,906
+161
| +4% | +$10.2K | 0.08% | 88 |
|
|
2021
Q3 | $204K | Buy |
+3,745
| New | +$204K | 0.07% | 91 |
|