SWA
Sutton Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $138K | Buy |
2,574
+84
| +3% | +$4.52K | 0.07% | 138 |
|
|
2023
Q2 | $129K | Sell |
2,490
-8
| -0.3% | -$414 | 0.06% | 145 |
|
|
2023
Q1 | $131K | Sell |
2,498
-4,633
| -65% | -$242K | 0.07% | 135 |
|
|
2022
Q4 | $340K | Sell |
7,131
-2,125
| -23% | -$101K | 0.13% | 123 |
|
|
2022
Q3 | $370K | Buy |
9,256
+1,693
| +22% | +$67.7K | 0.15% | 101 |
|
|
2022
Q2 | $322K | Sell |
7,563
-2,265
| -23% | -$96.6K | 0.13% | 117 |
|
|
2022
Q1 | $548K | Sell |
9,828
-212
| -2% | -$11.8K | 0.19% | 83 |
|
|
2021
Q4 | $636K | Buy |
10,040
+471
| +5% | +$29.8K | 0.21% | 75 |
|
|
2021
Q3 | $521K | Sell |
9,569
-87
| -0.9% | -$4.74K | 0.19% | 86 |
|
|
2021
Q2 | $512K | Sell |
9,656
-76
| -0.8% | -$4.03K | 0.19% | 89 |
|
|
2021
Q1 | $503K | Buy |
9,732
+4
| +0% | +$207 | 0.2% | 84 |
|
|
2020
Q4 | $435K | Sell |
9,728
-231
| -2% | -$10.3K | 0.18% | 92 |
|
|
2020
Q3 | $392K | Buy |
9,959
+107
| +1% | +$4.22K | 0.19% | 91 |
|
|
2020
Q2 | $459K | Sell |
9,852
-216
| -2% | -$10.1K | 0.24% | 69 |
|
|
2020
Q1 | $396K | Sell |
10,068
-17
| -0.2% | -$668 | 0.25% | 70 |
|
|
2019
Q4 | $484K | Buy |
10,085
+74
| +0.7% | +$3.55K | 0.25% | 70 |
|
|
2019
Q3 | $495K | Sell |
10,011
-152
| -1% | -$7.51K | 0.28% | 58 |
|
|
2019
Q2 | $556K | Buy |
10,163
+78
| +0.8% | +$4.27K | 0.32% | 51 |
|
|
2019
Q1 | $544K | Sell |
10,085
-1,498
| -13% | -$80.9K | 0.32% | 52 |
|
|
2018
Q4 | $502K | Buy |
11,583
+924
| +9% | +$40K | 0.32% | 56 |
|
|
2018
Q3 | $519K | Hold |
10,659
| – | – | 0.34% | 51 |
|
|
2018
Q2 | $459K | Hold |
10,659
| – | – | 0.32% | 55 |
|
|
2018
Q1 | $457K | Hold |
10,659
| – | – | 0.33% | 54 |
|
|
2017
Q4 | $408K | Hold |
10,659
| – | – | 0.3% | 62 |
|
|
2017
Q3 | $358K | Hold |
10,659
| – | – | 0.27% | 64 |
|
|
2017
Q2 | $334K | Hold |
10,659
| – | – | 0.26% | 67 |
|
|
2017
Q1 | $360K | Sell |
10,659
-15
| -0.1% | -$507 | 0.3% | 59 |
|
|
2016
Q4 | $323K | Hold |
10,674
| – | – | 0.29% | 60 |
|
|
2016
Q3 | $339K | Buy |
10,674
+130
| +1% | +$4.12K | 0.31% | 58 |
|
|
2016
Q2 | $303K | Hold |
10,544
| – | – | 0.29% | 66 |
|
|
2016
Q1 | $300K | Buy |
+10,544
| New | +$300K | 0.28% | 62 |
|