Summit Financial Wealth Advisors’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.4M | Sell |
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|
2025
Q2 | $11.7M | Sell |
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|
2025
Q1 | $10.4M | Buy |
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|
2024
Q4 | $10.1M | Sell |
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|
2024
Q3 | $8.87M | Buy |
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|
2024
Q2 | $7.91M | Sell |
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|
2024
Q1 | $8.4M | Buy |
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|
2023
Q4 | $1.21M | Buy |
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|
2023
Q3 | $980K | Buy |
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|
2023
Q2 | $538K | Sell |
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|
2023
Q1 | $562K | Hold |
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|
2022
Q4 | $512K | Buy |
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|
2022
Q3 | $419K | Sell |
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|
2022
Q2 | $476K | Buy |
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|
2022
Q1 | $517K | Sell |
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|
2021
Q4 | $673K | Hold |
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|
2021
Q3 | $598K | Sell |
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|
2021
Q2 | $601K | Buy |
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|
2021
Q1 | $381K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $359K | Buy |
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|
2020
Q2 | $445K | Buy |
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|
2020
Q1 | $400K | Buy |
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|
2019
Q4 | $311K | Sell |
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|
2019
Q3 | $323K | Buy |
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|
2019
Q2 | $345K | Sell |
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|
2019
Q1 | $360K | Sell |
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|
2018
Q4 | $332K | Hold |
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|
2018
Q3 | $341K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $303K | Sell |
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|
2017
Q4 | $287K | Buy |
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|
2017
Q3 | $215K | Sell |
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|
2017
Q2 | $312K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $3.53M | Buy |
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|
2016
Q3 | $3.52M | Buy |
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|
2016
Q2 | $1.75M | Buy |
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|
2016
Q1 | $632K | Buy |
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|
2015
Q4 | $544K | Buy |
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|
2015
Q3 | $248K | Buy |
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|
2015
Q2 | $199K | Hold |
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|
2015
Q1 | $213K | Buy |
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|
2014
Q4 | $146K | Buy |
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