Transform Wealth’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.55M | Buy |
41,365
+32,445
| +364% | +$2M | 0.15% | 103 |
|
|
2024
Q4 | $528K | Sell |
8,920
-635
| -7% | -$36.3K | 0.03% | 181 |
|
|
2024
Q3 | $509K | Sell |
9,555
-51,424
| -84% | -$2.5M | 0.03% | 149 |
|
|
2024
Q2 | $2.9M | Sell |
60,979
-1,190
| -2% | -$56.5K | 0.22% | 81 |
|
|
2024
Q1 | $3.1M | Sell |
62,169
-49,567
| -44% | -$2.47M | 0.29% | 81 |
|
|
2023
Q4 | $5.64M | Sell |
111,736
-119,007
| -52% | -$6.08M | 0.55% | 60 |
|
|
2023
Q3 | $12.4M | Sell |
230,743
-48,581
| -17% | -$2.62M | 1.31% | 20 |
|
|
2023
Q2 | $14.5M | Buy |
279,324
+902
| +0.3% | +$44.4K | 1.3% | 21 |
|
|
2023
Q1 | $14.6M | Buy |
278,422
+100,709
| +57% | +$4.92M | 1.37% | 17 |
|
|
2022
Q4 | $8.47M | Buy |
177,713
+97,709
| +122% | +$4.45M | 0.95% | 34 |
|
|
2022
Q3 | $3.2M | Buy |
80,004
+590
| +0.7% | +$26.2K | 0.42% | 68 |
|
|
2022
Q2 | $3.39M | Sell |
79,414
-3,517
| -4% | -$168K | 0.5% | 60 |
|
|
2022
Q1 | $4.63M | Sell |
82,931
-3,532
| -4% | -$200K | 0.52% | 64 |
|
|
2021
Q4 | $5.48M | Sell |
86,463
-2,007
| -2% | -$115K | 0.57% | 60 |
|
|
2021
Q3 | $4.82M | Sell |
88,470
-4,527
| -5% | -$254K | 0.55% | 63 |
|
|
2021
Q2 | $4.93M | Buy |
92,997
+40,128
| +76% | +$2.11M | 0.6% | 61 |
|
|
2021
Q1 | $2.73M | Sell |
52,869
-1,320
| -2% | -$62K | 0.55% | 64 |
|
|
2020
Q4 | $2.42M | Sell |
54,189
-42,259
| -44% | -$1.74M | 0.51% | 67 |
|
|
2020
Q3 | $3.8M | Sell |
96,448
-2,416
| -2% | -$105K | 0.61% | 57 |
|
|
2020
Q2 | $4.61M | Buy |
98,864
+3,527
| +4% | +$155K | 0.79% | 51 |
|
|
2020
Q1 | $3.75M | Sell |
95,337
-8,524
| -8% | -$374K | 0.8% | 47 |
|
|
2019
Q4 | $4.98M | Sell |
103,861
-1,970
| -2% | -$91.6K | 0.79% | 50 |
|
|
2019
Q3 | $5.23M | Sell |
105,831
-9,516
| -8% | -$495K | 0.93% | 35 |
|
|
2019
Q2 | $6.31M | Sell |
115,347
-55,576
| -33% | -$3.07M | 0.93% | 26 |
|
|
2019
Q1 | $9.23M | Sell |
170,923
-23,629
| -12% | -$1.15M | 1.71% | 9 |
|
|
2018
Q4 | $8.43M | Sell |
194,552
-3,494
| -2% | -$160K | 1.73% | 11 |
|
|
2018
Q3 | $9.63M | Sell |
198,046
-13,725
| -6% | -$617K | 1.67% | 8 |
|
|
2018
Q2 | $9.11M | Sell |
211,771
-10,115
| -5% | -$442K | 1.65% | 8 |
|
|
2018
Q1 | $9.52M | Sell |
221,886
-7,435
| -3% | -$315K | 1.81% | 4 |
|
|
2017
Q4 | $8.78M | Buy |
229,321
+204,642
| +829% | +$7.31M | 1.62% | 7 |
|
|
2017
Q3 | $830K | Buy |
+24,679
| New | +$786K | 0.29% | 114 |
|
|
2017
Q2 | – | Sell |
-25,704
| Closed | -$869K | – | 68 |
|
|
2017
Q1 | $869K | Buy |
25,704
+274
| +1% | +$8.89K | 0.33% | 110 |
|
|
2016
Q4 | $768K | Buy |
25,430
+1,727
| +7% | +$52.6K | 0.3% | 111 |
|
|
2016
Q3 | $752K | Hold |
23,703
| – | – | 0.32% | 97 |
|
|
2016
Q2 | $680K | Buy |
+23,703
| New | +$665K | 0.29% | 116 |
|
Other funds holding CSCO
Transform Wealth's CSCO Position: Q1 2025 in Review
Transform Wealth increased its Cisco (CSCO) stake by 364% in Q1 2025, buying an estimated $2M and bringing the position to 41,365 shares worth $2.55M. The position accounts for 0.15% of the portfolio, ranked #103.
Transform Wealth first reported a position in CSCO in Q2 2016 and has held it in 35 quarters since. The position peaked at $14.6M in Q1 2023. 3,373 funds tracked by Wall St. Rank hold CSCO as of Q1 2025.
- Transform Wealth held 41,365 shares of Cisco worth $2.55M as of Q1 2025.
- Transform Wealth bought 32,445 Cisco shares in Q1 2025, an estimated $2M.
- Cisco made up 0.15% of Transform Wealth's portfolio in Q1 2025, its #103 holding.
- Transform Wealth first reported a position in Cisco in Q2 2016 and has held it in 35 quarters since.
- Transform Wealth's Cisco position peaked at $14.6M in Q1 2023.
- 3,373 funds tracked by Wall St. Rank held Cisco as of Q1 2025.
Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.