WANY
Wealthspire Advisors (New York)’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.32M | Sell |
62,322
-1,334
| -2% | -$92.6K | 0.02% | 172 |
|
|
2025
Q1 | $3.93M | Buy |
63,656
+814
| +1% | +$50.2K | 0.02% | 181 |
|
|
2024
Q4 | $3.72M | Buy |
62,842
+1,057
| +2% | +$62.6K | 0.04% | 172 |
|
|
2024
Q3 | $3.29M | Sell |
61,785
-4,160
| -6% | -$221K | 0.03% | 178 |
|
|
2024
Q2 | $3.13M | Sell |
65,945
-4,151
| -6% | -$197K | 0.04% | 146 |
|
|
2024
Q1 | $3.5M | Sell |
70,096
-6,485
| -8% | -$324K | 0.05% | 136 |
|
|
2023
Q4 | $3.87M | Buy |
76,581
+5,196
| +7% | +$263K | 0.06% | 125 |
|
|
2023
Q3 | $3.84M | Buy |
71,385
+23,194
| +48% | +$1.25M | 0.06% | 117 |
|
|
2023
Q2 | $2.49M | Sell |
48,191
-1,902
| -4% | -$98.4K | 0.04% | 131 |
|
|
2023
Q1 | $2.62M | Sell |
50,093
-13,324
| -21% | -$697K | 0.04% | 129 |
|
|
2022
Q4 | $3.02M | Buy |
63,417
+6,563
| +12% | +$313K | 0.06% | 121 |
|
|
2022
Q3 | $2.27M | Buy |
56,854
+7,322
| +15% | +$293K | 0.05% | 133 |
|
|
2022
Q2 | $2.11M | Buy |
49,532
+24,421
| +97% | +$1.04M | 0.04% | 141 |
|
|
2022
Q1 | $1.4M | Sell |
25,111
-22,150
| -47% | -$1.23M | 0.03% | 155 |
|
|
2021
Q4 | $3M | Buy |
47,261
+3,101
| +7% | +$197K | 0.07% | 109 |
|
|
2021
Q3 | $2.4M | Buy |
44,160
+30,373
| +220% | +$1.65M | 0.05% | 144 |
|
|
2021
Q2 | $731K | Sell |
13,787
-69,162
| -83% | -$3.67M | 0.02% | 187 |
|
|
2021
Q1 | $4.29M | Buy |
82,949
+19,458
| +31% | +$1.01M | 0.1% | 98 |
|
|
2020
Q4 | $2.84M | Buy |
63,491
+17,889
| +39% | +$800K | 0.08% | 106 |
|
|
2020
Q3 | $1.8M | Buy |
45,602
+5,300
| +13% | +$209K | 0.11% | 88 |
|
|
2020
Q2 | $1.88M | Sell |
40,302
-57,718
| -59% | -$2.69M | 0.13% | 69 |
|
|
2020
Q1 | $3.85M | Buy |
98,020
+70,262
| +253% | +$2.76M | 0.16% | 76 |
|
|
2019
Q4 | $1.33M | Buy |
27,758
+5,553
| +25% | +$266K | 0.1% | 52 |
|
|
2019
Q3 | $1.1M | Buy |
22,205
+16,108
| +264% | +$796K | 0.09% | 43 |
|
|
2019
Q2 | $334K | Buy |
+6,097
| New | +$334K | 0.03% | 64 |
|
|
2019
Q1 | – | Sell |
-38,538
| Closed | -$1.67M | – | 211 |
|
|
2018
Q4 | $1.67M | Buy |
+38,538
| New | +$1.67M | 0.16% | 22 |
|