Summit Wealth & Retirement Planning’s Cisco CSCO Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio CSCO Stock Details CSCO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$339K	Hold
2025 Q2	$343K	Hold
2025 Q1	$305K	Buy
2024 Q4	$293K	Buy
2024 Q3	$263K	Buy
2024 Q2	$235K	Buy
2024 Q1	$247K	Buy
2019 Q3	–	Sell
2019 Q2	$242K	Hold
2019 Q1	$238K	Buy