TA
TrueWealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Sell |
7,595
-197
| -3% | -$13.7K | 0.16% | 119 |
|
|
2025
Q1 | $481K | Sell |
7,792
-295
| -4% | -$18.2K | 0.16% | 113 |
|
|
2024
Q4 | $479K | Sell |
8,087
-5
| -0.1% | -$296 | 0.16% | 119 |
|
|
2024
Q3 | $431K | Sell |
8,092
-1,673
| -17% | -$89K | 0.14% | 125 |
|
|
2024
Q2 | $464K | Sell |
9,765
-402
| -4% | -$19.1K | 0.17% | 103 |
|
|
2024
Q1 | $507K | Buy |
10,167
+435
| +4% | +$21.7K | 0.2% | 91 |
|
|
2023
Q4 | $492K | Sell |
9,732
-532
| -5% | -$26.9K | 0.19% | 87 |
|
|
2023
Q3 | $552K | Sell |
10,264
-175
| -2% | -$9.41K | 0.23% | 77 |
|
|
2023
Q2 | $540K | Buy |
10,439
+468
| +5% | +$24.2K | 0.22% | 76 |
|
|
2023
Q1 | $521K | Sell |
9,971
-248
| -2% | -$13K | 0.22% | 80 |
|
|
2022
Q4 | $487K | Buy |
10,219
+1,959
| +24% | +$93.3K | 0.21% | 83 |
|
|
2022
Q3 | $330K | Buy |
8,260
+292
| +4% | +$11.7K | 0.16% | 104 |
|
|
2022
Q2 | $340K | Buy |
7,968
+4,733
| +146% | +$202K | 0.16% | 108 |
|
|
2022
Q1 | $205K | Hold |
3,235
| – | – | 0.09% | 171 |
|
|
2021
Q4 | $205K | Buy |
+3,235
| New | +$205K | 0.09% | 171 |
|