Three Bridge Wealth Advisors’s Cisco CSCO Stock Holding History

Three Bridge Wealth Advisors’s Portfolio CSCO Stock Details CSCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,918	Closed	-$272K	–	100
2025 Q2	$272K	Buy	+3,918	New	+$241K	0.07%	97
2024 Q4	–	Sell	-11,319	Closed	-$602K	–	96
2024 Q3	$602K	Sell	11,319 -201	-2%	-$9.78K	0.22%	53
2024 Q2	$547K	Sell	11,520 -1,602	-12%	-$76.1K	0.22%	56
2024 Q1	$655K	Sell	13,122 -728	-5%	-$36.3K	0.26%	55
2023 Q4	$700K	Sell	13,850 -1,501	-10%	-$76.7K	0.24%	51
2023 Q3	$825K	Sell	15,351 -2,275	-13%	-$123K	0.34%	49
2023 Q2	$912K	Sell	17,626 -1,094	-6%	-$53.8K	0.39%	48
2023 Q1	$979K	Sell	18,720 -342	-2%	-$16.7K	0.45%	44
2022 Q4	$908K	Sell	19,062 -449	-2%	-$20.4K	0.49%	39
2022 Q3	$780K	Sell	19,511 -572	-3%	-$25.4K	0.4%	47
2022 Q2	$856K	Sell	20,083 -594	-3%	-$28.4K	0.42%	45
2022 Q1	$1.15M	Buy	+20,677	New	+$1.17M	0.32%	40

Other funds holding CSCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return