UAS
United Asset Strategies’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Sell |
29,617
-756
| -2% | -$52.5K | 0.18% | 98 |
|
|
2025
Q1 | $1.87M | Sell |
30,373
-19,680
| -39% | -$1.21M | 0.17% | 103 |
|
|
2024
Q4 | $2.96M | Buy |
50,053
+1,494
| +3% | +$88.4K | 0.27% | 73 |
|
|
2024
Q3 | $2.58M | Buy |
48,559
+4,370
| +10% | +$233K | 0.24% | 83 |
|
|
2024
Q2 | $2.1M | Sell |
44,189
-249
| -0.6% | -$11.8K | 0.21% | 92 |
|
|
2024
Q1 | $2.22M | Buy |
44,438
+4,074
| +10% | +$203K | 0.22% | 87 |
|
|
2023
Q4 | $2.04M | Buy |
40,364
+2,341
| +6% | +$118K | 0.23% | 85 |
|
|
2023
Q3 | $2.04M | Sell |
38,023
-787
| -2% | -$42.3K | 0.26% | 83 |
|
|
2023
Q2 | $2.01M | Buy |
38,810
+2,290
| +6% | +$118K | 0.25% | 88 |
|
|
2023
Q1 | $1.91M | Buy |
36,520
+1,718
| +5% | +$89.8K | 0.25% | 85 |
|
|
2022
Q4 | $1.66M | Sell |
34,802
-1,999
| -5% | -$95.2K | 0.23% | 91 |
|
|
2022
Q3 | $1.47M | Buy |
36,801
+3,563
| +11% | +$143K | 0.23% | 93 |
|
|
2022
Q2 | $1.42M | Buy |
33,238
+1,843
| +6% | +$78.6K | 0.21% | 95 |
|
|
2022
Q1 | $1.75M | Buy |
31,395
+1,665
| +6% | +$92.9K | 0.22% | 88 |
|
|
2021
Q4 | $1.88M | Sell |
29,730
-5,654
| -16% | -$358K | 0.22% | 81 |
|
|
2021
Q3 | $1.93M | Sell |
35,384
-2,987
| -8% | -$163K | 0.25% | 75 |
|
|
2021
Q2 | $2.03M | Sell |
38,371
-2,578
| -6% | -$137K | 0.27% | 69 |
|
|
2021
Q1 | $2.12M | Sell |
40,949
-2,936
| -7% | -$152K | 0.31% | 69 |
|
|
2020
Q4 | $1.96M | Sell |
43,885
-676
| -2% | -$30.3K | 0.31% | 70 |
|
|
2020
Q3 | $1.76M | Buy |
44,561
+1,701
| +4% | +$67K | 0.32% | 70 |
|
|
2020
Q2 | $2M | Sell |
42,860
-3,209
| -7% | -$150K | 0.39% | 61 |
|
|
2020
Q1 | $1.81M | Buy |
46,069
+1,553
| +3% | +$61K | 0.45% | 58 |
|
|
2019
Q4 | $2.14M | Buy |
44,516
+1,377
| +3% | +$66K | 0.41% | 68 |
|
|
2019
Q3 | $2.13M | Buy |
43,139
+1,949
| +5% | +$96.3K | 0.47% | 63 |
|
|
2019
Q2 | $2.25M | Buy |
41,190
+264
| +0.6% | +$14.4K | 0.52% | 60 |
|
|
2019
Q1 | $2.21M | Sell |
40,926
-2,266
| -5% | -$122K | 0.52% | 58 |
|
|
2018
Q4 | $1.87M | Buy |
43,192
+1,508
| +4% | +$65.4K | 0.51% | 59 |
|
|
2018
Q3 | $2.03M | Sell |
41,684
-1,009
| -2% | -$49.1K | 0.48% | 61 |
|
|
2018
Q2 | $1.84M | Sell |
42,693
-3,516
| -8% | -$151K | 0.49% | 60 |
|
|
2018
Q1 | $1.98M | Sell |
46,209
-390
| -0.8% | -$16.7K | 0.58% | 52 |
|
|
2017
Q4 | $1.79M | Buy |
+46,599
| New | +$1.79M | 0.48% | 60 |
|
|
2017
Q3 | – | Sell |
-47,824
| Closed | -$1.5M | – | 126 |
|
|
2017
Q2 | $1.5M | Sell |
47,824
-10,533
| -18% | -$330K | 0.44% | 62 |
|
|
2017
Q1 | $1.97M | Buy |
58,357
+262
| +0.5% | +$8.85K | 0.6% | 51 |
|
|
2016
Q4 | $1.76M | Buy |
58,095
+2,313
| +4% | +$69.9K | 0.57% | 52 |
|
|
2016
Q3 | $1.74M | Sell |
55,782
-2,088
| -4% | -$65.3K | 0.61% | 50 |
|
|
2016
Q2 | $1.66M | Buy |
57,870
+2,779
| +5% | +$79.7K | 0.62% | 47 |
|
|
2016
Q1 | $1.57M | Sell |
55,091
-2,102
| -4% | -$59.8K | 0.7% | 44 |
|
|
2015
Q4 | $1.55M | Buy |
57,193
+48
| +0.1% | +$1.3K | 0.67% | 47 |
|
|
2015
Q3 | $1.5M | Buy |
57,145
+1,269
| +2% | +$33.3K | 0.69% | 46 |
|
|
2015
Q2 | $1.53M | Buy |
55,876
+2,110
| +4% | +$57.9K | 0.69% | 48 |
|
|
2015
Q1 | $1.55M | Sell |
53,766
-10,568
| -16% | -$305K | 0.72% | 48 |
|
|
2014
Q4 | $1.79M | Buy |
64,334
+1,255
| +2% | +$34.9K | 0.76% | 49 |
|
|
2014
Q3 | $1.59M | Sell |
63,079
-129,954
| -67% | -$3.27M | 0.71% | 55 |
|
|
2014
Q2 | $4.8M | Sell |
193,033
-9,857
| -5% | -$245K | 2.32% | 11 |
|
|
2014
Q1 | $4.55M | Buy |
202,890
+31,593
| +18% | +$708K | 2.58% | 8 |
|
|
2013
Q4 | $3.84M | Buy |
171,297
+44,468
| +35% | +$997K | 2.64% | 8 |
|
|
2013
Q3 | $2.97M | Buy |
126,829
+8,834
| +7% | +$207K | 1.88% | 13 |
|
|
2013
Q2 | $2.87M | Buy |
+117,995
| New | +$2.87M | 1.89% | 12 |
|