SWP
Strategic Wealth Partners’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
+17,155
| New | +$1.19M | 0.09% | 141 |
|
|
2024
Q4 | $1.22M | Sell |
19,183
-2,465
| -11% | -$157K | 0.1% | 134 |
|
|
2024
Q3 | $1.15M | Sell |
21,648
-85,033
| -80% | -$4.53M | 0.11% | 134 |
|
|
2024
Q2 | $5.07M | Buy |
106,681
+3,583
| +3% | +$170K | 0.53% | 67 |
|
|
2024
Q1 | $5.15M | Buy |
103,098
+6,819
| +7% | +$340K | 0.56% | 60 |
|
|
2023
Q4 | $4.86M | Buy |
96,279
+20,459
| +27% | +$1.03M | 0.6% | 59 |
|
|
2023
Q3 | $4.08M | Buy |
75,820
+5,989
| +9% | +$322K | 0.54% | 48 |
|
|
2023
Q2 | $3.61M | Buy |
69,831
+3,785
| +6% | +$196K | 0.47% | 59 |
|
|
2023
Q1 | $3.45M | Buy |
66,046
+14,747
| +29% | +$771K | 0.53% | 52 |
|
|
2022
Q4 | $2.44M | Buy |
51,299
+5,027
| +11% | +$239K | 0.45% | 70 |
|
|
2022
Q3 | $1.85M | Buy |
46,272
+1,997
| +5% | +$79.9K | 0.39% | 88 |
|
|
2022
Q2 | $1.89M | Buy |
44,275
+3,990
| +10% | +$170K | 0.41% | 85 |
|
|
2022
Q1 | $2.25M | Buy |
40,285
+7,171
| +22% | +$400K | 0.44% | 80 |
|
|
2021
Q4 | $2.1M | Buy |
33,114
+875
| +3% | +$55.4K | 0.4% | 79 |
|
|
2021
Q3 | $1.76M | Buy |
32,239
+6,430
| +25% | +$350K | 0.52% | 44 |
|
|
2021
Q2 | $1.37M | Sell |
25,809
-1,252
| -5% | -$66.4K | 0.45% | 56 |
|
|
2021
Q1 | $1.4M | Sell |
27,061
-1,253
| -4% | -$64.8K | 0.56% | 45 |
|
|
2020
Q4 | $1.27M | Sell |
28,314
-1,208
| -4% | -$54.1K | 0.53% | 57 |
|
|
2020
Q3 | $1.16M | Buy |
29,522
+3,746
| +15% | +$148K | 0.59% | 48 |
|
|
2020
Q2 | $1.2M | Buy |
25,776
+6,725
| +35% | +$314K | 0.62% | 46 |
|
|
2020
Q1 | $914K | Hold |
19,051
| – | – | 0.48% | 65 |
|
|
2019
Q4 | $914K | Sell |
19,051
-9,109
| -32% | -$437K | 0.48% | 65 |
|
|
2019
Q3 | $172K | Sell |
28,160
-3,945
| -12% | -$24K | 0.88% | 37 |
|
|
2019
Q2 | $1.76M | Sell |
32,105
-3,347
| -9% | -$183K | 0.85% | 25 |
|
|
2019
Q1 | $1.95M | Buy |
35,452
+3,711
| +12% | +$204K | 0.89% | 23 |
|
|
2018
Q4 | $1.39M | Sell |
31,741
-571
| -2% | -$25K | 0.7% | 30 |
|
|
2018
Q3 | $1.57M | Buy |
32,312
+1,985
| +7% | +$96.6K | 0.84% | 30 |
|
|
2018
Q2 | $1.31M | Sell |
30,327
-3,436
| -10% | -$148K | 0.76% | 28 |
|
|
2018
Q1 | $1.45M | Buy |
33,763
+525
| +2% | +$22.5K | 0.75% | 35 |
|
|
2017
Q4 | $1.13M | Buy |
+33,238
| New | +$1.13M | 0.63% | 48 |
|