Sweet Financial Partners’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.48M | Sell |
46,508
-425
| -0.9% | -$22.6K | 0.54% | 45 |
|
|
2024
Q2 | $2.23M | Buy |
46,933
+2,891
| +7% | +$137K | 0.51% | 45 |
|
|
2024
Q1 | $2.2M | Buy |
44,042
+5,252
| +14% | +$262K | 0.51% | 42 |
|
|
2023
Q4 | $1.96M | Sell |
38,790
-315
| -0.8% | -$15.9K | 0.47% | 47 |
|
|
2023
Q3 | $2.1M | Buy |
39,105
+26
| +0.1% | +$1.4K | 0.56% | 35 |
|
|
2023
Q2 | $2.02M | Buy |
39,079
+10,254
| +36% | +$531K | 0.53% | 35 |
|
|
2023
Q1 | $1.51M | Buy |
28,825
+6,226
| +28% | +$325K | 0.42% | 42 |
|
|
2022
Q4 | $1.08M | Buy |
22,599
+2,225
| +11% | +$106K | 0.32% | 52 |
|
|
2022
Q3 | $815K | Buy |
20,374
+3,360
| +20% | +$134K | 0.26% | 56 |
|
|
2022
Q2 | $725K | Buy |
17,014
+4,564
| +37% | +$194K | 0.23% | 65 |
|
|
2022
Q1 | $694K | Buy |
12,450
+8,790
| +240% | +$490K | 0.19% | 68 |
|
|
2021
Q4 | $232K | Buy |
+3,660
| New | +$232K | 0.1% | 134 |
|