WIA
Westbourne Investment Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+2,951
| New | +$205K | 0.06% | 103 |
|
|
2021
Q2 | – | Sell |
-5,475
| Closed | -$283K | – | 88 |
|
|
2021
Q1 | $283K | Hold |
5,475
| – | – | 0.14% | 71 |
|
|
2020
Q4 | $245K | Buy |
+5,475
| New | +$245K | 0.14% | 72 |
|
|
2020
Q2 | – | Sell |
-8,508
| Closed | -$334K | – | 57 |
|
|
2020
Q1 | $334K | Buy |
8,508
+288
| +4% | +$11.3K | 0.31% | 64 |
|
|
2019
Q4 | $394K | Buy |
8,220
+893
| +12% | +$42.8K | 0.27% | 72 |
|
|
2019
Q3 | $362K | Buy |
7,327
+650
| +10% | +$32.1K | 0.27% | 75 |
|
|
2019
Q2 | $365K | Hold |
6,677
| – | – | 0.3% | 67 |
|
|
2019
Q1 | $360K | Sell |
6,677
-175
| -3% | -$9.44K | 0.28% | 73 |
|
|
2018
Q4 | $297K | Hold |
6,852
| – | – | 0.26% | 72 |
|
|
2018
Q3 | $333K | Buy |
+6,852
| New | +$333K | 0.24% | 79 |
|
|
2016
Q3 | – | Sell |
-5,180
| Closed | -$149K | – | 113 |
|
|
2016
Q2 | $149K | Buy |
+5,180
| New | +$149K | 0.13% | 111 |
|
|
2016
Q1 | – | Sell |
-9,980
| Closed | -$271K | – | 101 |
|
|
2015
Q4 | $271K | Sell |
9,980
-2,500
| -20% | -$67.9K | 0.26% | 83 |
|
|
2015
Q3 | $328K | Sell |
12,480
-3,235
| -21% | -$85K | 0.33% | 77 |
|
|
2015
Q2 | $432K | Buy |
+15,715
| New | +$432K | 0.39% | 73 |
|