United Capital Financial Advisors’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.4M | Sell |
755,515
-16,480
| -2% | -$1.14M | 0.42% | 47 |
|
|
2025
Q1 | $47.6M | Sell |
771,995
-6,866
| -0.9% | -$424K | 0.41% | 51 |
|
|
2024
Q4 | $46.1M | Sell |
778,861
-6,909
| -0.9% | -$409K | 0.39% | 58 |
|
|
2024
Q3 | $41.8M | Buy |
785,770
+4,218
| +0.5% | +$224K | 0.34% | 64 |
|
|
2024
Q2 | $37.1M | Sell |
781,552
-143,128
| -15% | -$6.8M | 0.32% | 62 |
|
|
2024
Q1 | $46.2M | Sell |
924,680
-111,740
| -11% | -$5.58M | 0.38% | 61 |
|
|
2023
Q4 | $52.4M | Sell |
1,036,420
-534,287
| -34% | -$27M | 0.43% | 46 |
|
|
2023
Q3 | $84.4M | Sell |
1,570,707
-94,655
| -6% | -$5.09M | 0.55% | 36 |
|
|
2023
Q2 | $86.2M | Sell |
1,665,362
-85,128
| -5% | -$4.4M | 0.47% | 40 |
|
|
2023
Q1 | $91.5M | Sell |
1,750,490
-30,295
| -2% | -$1.58M | 0.51% | 36 |
|
|
2022
Q4 | $84.8M | Buy |
1,780,785
+45,371
| +3% | +$2.16M | 0.48% | 40 |
|
|
2022
Q3 | $69.4M | Sell |
1,735,414
-76,742
| -4% | -$3.07M | 0.41% | 46 |
|
|
2022
Q2 | $77.3M | Buy |
1,812,156
+103,541
| +6% | +$4.41M | 0.42% | 40 |
|
|
2022
Q1 | $95.3M | Sell |
1,708,615
-911,507
| -35% | -$50.8M | 0.46% | 39 |
|
|
2021
Q4 | $166M | Buy |
2,620,122
+258
| +0% | +$16.3K | 0.76% | 22 |
|
|
2021
Q3 | $143M | Buy |
2,619,864
+19,862
| +0.8% | +$1.08M | 0.71% | 25 |
|
|
2021
Q2 | $138M | Buy |
2,600,002
+42,776
| +2% | +$2.27M | 0.69% | 24 |
|
|
2021
Q1 | $132M | Buy |
2,557,226
+121,127
| +5% | +$6.26M | 0.73% | 21 |
|
|
2020
Q4 | $109M | Buy |
2,436,099
+57,678
| +2% | +$2.58M | 0.66% | 24 |
|
|
2020
Q3 | $93.7M | Buy |
2,378,421
+86,299
| +4% | +$3.4M | 0.61% | 23 |
|
|
2020
Q2 | $107M | Sell |
2,292,122
-137,010
| -6% | -$6.39M | 0.78% | 18 |
|
|
2020
Q1 | $95.5M | Sell |
2,429,132
-444,725
| -15% | -$17.5M | 0.79% | 19 |
|
|
2019
Q4 | $138M | Buy |
2,873,857
+902,497
| +46% | +$43.3M | 0.89% | 14 |
|
|
2019
Q3 | $97.4M | Sell |
1,971,360
-105,893
| -5% | -$5.23M | 0.68% | 20 |
|
|
2019
Q2 | $114M | Buy |
2,077,253
+57,001
| +3% | +$3.12M | 0.74% | 17 |
|
|
2019
Q1 | $109M | Sell |
2,020,252
-36,557
| -2% | -$1.97M | 0.77% | 18 |
|
|
2018
Q4 | $89.1M | Sell |
2,056,809
-17,277
| -0.8% | -$749K | 0.71% | 20 |
|
|
2018
Q3 | $101M | Buy |
2,074,086
+19,966
| +1% | +$971K | 0.71% | 18 |
|
|
2018
Q2 | $88.4M | Sell |
2,054,120
-24,632
| -1% | -$1.06M | 0.66% | 19 |
|
|
2018
Q1 | $89.2M | Buy |
2,078,752
+56,027
| +3% | +$2.4M | 0.68% | 20 |
|
|
2017
Q4 | $78.1M | Buy |
2,022,725
+39,804
| +2% | +$1.54M | 0.62% | 22 |
|
|
2017
Q3 | $66.7M | Buy |
1,982,921
+64,079
| +3% | +$2.15M | 0.57% | 26 |
|
|
2017
Q2 | $60.1M | Buy |
1,918,842
+87,364
| +5% | +$2.73M | 0.54% | 29 |
|
|
2017
Q1 | $61.9M | Buy |
1,831,478
+47,061
| +3% | +$1.59M | 0.58% | 26 |
|
|
2016
Q4 | $53.9M | Buy |
1,784,417
+69,745
| +4% | +$2.11M | 0.52% | 31 |
|
|
2016
Q3 | $54.4M | Buy |
1,714,672
+29,802
| +2% | +$945K | 0.53% | 28 |
|
|
2016
Q2 | $48.9M | Buy |
1,684,870
+81,380
| +5% | +$2.36M | 0.5% | 32 |
|
|
2016
Q1 | $45.7M | Buy |
1,603,490
+395,414
| +33% | +$11.3M | 0.5% | 33 |
|
|
2015
Q4 | $32.8M | Buy |
1,208,076
+33,139
| +3% | +$900K | 0.38% | 49 |
|
|
2015
Q3 | $30.8M | Buy |
1,174,937
+38,038
| +3% | +$998K | 0.37% | 47 |
|
|
2015
Q2 | $31.2M | Buy |
1,136,899
+4,194
| +0.4% | +$115K | 0.36% | 59 |
|
|
2015
Q1 | $32.7M | Buy |
1,132,705
+286,716
| +34% | +$8.27M | 0.4% | 54 |
|
|
2014
Q4 | $23.5M | Buy |
845,989
+129,688
| +18% | +$3.61M | 0.35% | 71 |
|
|
2014
Q3 | $18M | Buy |
716,301
+7,762
| +1% | +$195K | 0.31% | 81 |
|
|
2014
Q2 | $17.6M | Buy |
708,539
+26,582
| +4% | +$661K | 0.33% | 79 |
|
|
2014
Q1 | $15.3M | Buy |
681,957
+57,893
| +9% | +$1.3M | 0.33% | 71 |
|
|
2013
Q4 | $14M | Sell |
624,064
-43,715
| -7% | -$981K | 0.48% | 52 |
|
|
2013
Q3 | $15.6M | Sell |
667,779
-10,061
| -1% | -$236K | 0.5% | 45 |
|
|
2013
Q2 | $16.5M | Buy |
+677,840
| New | +$16.5M | 0.44% | 61 |
|