WealthPLAN Partners’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Sell |
4,038
-29
| -0.7% | -$2.01K | 0.05% | 226 |
|
|
2025
Q1 | $251K | Buy |
4,067
+94
| +2% | +$5.8K | 0.04% | 228 |
|
|
2024
Q4 | $235K | Sell |
3,973
-1,147
| -22% | -$67.9K | 0.03% | 227 |
|
|
2024
Q3 | $272K | Buy |
5,120
+81
| +2% | +$4.31K | 0.04% | 233 |
|
|
2024
Q2 | $239K | Sell |
5,039
-2,346
| -32% | -$111K | 0.03% | 275 |
|
|
2024
Q1 | $369K | Buy |
7,385
+213
| +3% | +$10.6K | 0.04% | 233 |
|
|
2023
Q4 | $362K | Sell |
7,172
-132
| -2% | -$6.67K | 0.04% | 252 |
|
|
2023
Q3 | $393K | Buy |
7,304
+217
| +3% | +$11.7K | 0.05% | 233 |
|
|
2023
Q2 | $367K | Sell |
7,087
-167
| -2% | -$8.64K | 0.05% | 228 |
|
|
2023
Q1 | $379K | Sell |
7,254
-2,119
| -23% | -$111K | 0.04% | 226 |
|
|
2022
Q4 | $447K | Buy |
+9,373
| New | +$447K | 0.03% | 269 |
|
|
2022
Q1 | $367K | Sell |
7,495
-4,784
| -39% | -$234K | 0.03% | 291 |
|
|
2021
Q4 | $683K | Buy |
12,279
+1,464
| +14% | +$81.4K | 0.05% | 220 |
|
|
2021
Q3 | $628K | Buy |
10,815
+1,547
| +17% | +$89.8K | 0.04% | 221 |
|
|
2021
Q2 | $518K | Buy |
9,268
+253
| +3% | +$14.1K | 0.04% | 232 |
|
|
2021
Q1 | $457K | Sell |
9,015
-375
| -4% | -$19K | 0.04% | 233 |
|
|
2020
Q4 | $444K | Sell |
9,390
-930
| -9% | -$44K | 0.04% | 230 |
|
|
2020
Q3 | $399K | Sell |
10,320
-9,371
| -48% | -$362K | 0.04% | 220 |
|
|
2020
Q2 | $842K | Sell |
19,691
-315
| -2% | -$13.5K | 0.09% | 129 |
|
|
2020
Q1 | $877K | Buy |
20,006
+8,923
| +81% | +$391K | 0.11% | 115 |
|
|
2019
Q4 | $553K | Sell |
11,083
-3,369
| -23% | -$168K | 0.07% | 155 |
|
|
2019
Q3 | $700K | Sell |
14,452
-1,007
| -7% | -$48.8K | 0.1% | 129 |
|
|
2019
Q2 | $815K | Sell |
15,459
-2,701
| -15% | -$142K | 0.12% | 118 |
|
|
2019
Q1 | $952K | Sell |
18,160
-280
| -2% | -$14.7K | 0.15% | 108 |
|
|
2018
Q4 | $912K | Buy |
18,440
+1,927
| +12% | +$95.3K | 0.15% | 107 |
|
|
2018
Q3 | $735K | Buy |
16,513
+1,539
| +10% | +$68.5K | 0.13% | 116 |
|
|
2018
Q2 | $644K | Sell |
14,974
-422
| -3% | -$18.1K | 0.13% | 124 |
|
|
2018
Q1 | $660K | Buy |
15,396
+4,061
| +36% | +$174K | 0.14% | 119 |
|
|
2017
Q4 | $434K | Sell |
11,335
-1,600
| -12% | -$61.3K | 0.12% | 138 |
|
|
2017
Q3 | $435K | Sell |
12,935
-1,899
| -13% | -$63.9K | 0.12% | 122 |
|
|
2017
Q2 | $464K | Buy |
14,834
+13,422
| +951% | +$420K | 0.13% | 112 |
|
|
2017
Q1 | $46.6K | Buy |
+1,412
| New | +$46.6K | 0.16% | 115 |
|
|
2016
Q3 | $657K | Sell |
20,969
-1,435
| -6% | -$45K | 0.21% | 69 |
|
|
2016
Q2 | $407K | Buy |
+22,404
| New | +$407K | 0.05% | 237 |
|
|
2015
Q4 | $241K | Buy |
+29,765
| New | +$241K | 0.04% | 234 |
|
|
2015
Q2 | $88K | Buy |
3,212
+1,299
| +68% | +$35.6K | 0.04% | 137 |
|
|
2015
Q1 | $53K | Buy |
+1,913
| New | +$53K | 0.02% | 232 |
|