TCA
Trifecta Capital Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Hold |
8,294
| – | – | 0.1% | 70 |
|
|
2025
Q1 | $512K | Hold |
8,294
| – | – | 0.11% | 62 |
|
|
2024
Q4 | $491K | Sell |
8,294
-872
| -10% | -$51.6K | 0.1% | 64 |
|
|
2024
Q3 | $488K | Buy |
9,166
+227
| +3% | +$12.1K | 0.1% | 66 |
|
|
2024
Q2 | $425K | Sell |
8,939
-2,315
| -21% | -$110K | 0.09% | 66 |
|
|
2024
Q1 | $562K | Sell |
11,254
-1,467
| -12% | -$73.2K | 0.14% | 66 |
|
|
2023
Q4 | $643K | Buy |
12,721
+981
| +8% | +$49.6K | 0.18% | 61 |
|
|
2023
Q3 | $631K | Buy |
11,740
+220
| +2% | +$11.8K | 0.2% | 61 |
|
|
2023
Q2 | $596K | Sell |
11,520
-675
| -6% | -$34.9K | 0.19% | 64 |
|
|
2023
Q1 | $637K | Buy |
12,195
+215
| +2% | +$11.2K | 0.22% | 65 |
|
|
2022
Q4 | $571K | Buy |
+11,980
| New | +$571K | 0.23% | 67 |
|