WCA
Westover Capital Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Hold |
4,137
| – | – | 0.06% | 193 |
|
|
2025
Q1 | $255K | Buy |
4,137
+645
| +18% | +$39.8K | 0.06% | 204 |
|
|
2024
Q4 | $207K | Buy |
+3,492
| New | +$207K | 0.05% | 233 |
|
|
2023
Q2 | – | Sell |
-4,140
| Closed | -$216K | – | 177 |
|
|
2023
Q1 | $216K | Buy |
+4,140
| New | +$216K | 0.08% | 153 |
|
|
2022
Q4 | – | Sell |
-30,107
| Closed | -$1.2M | – | 150 |
|
|
2022
Q3 | $1.2M | Sell |
30,107
-1,632
| -5% | -$65.3K | 0.46% | 60 |
|
|
2022
Q2 | $1.35M | Sell |
31,739
-263
| -0.8% | -$11.2K | 0.5% | 55 |
|
|
2022
Q1 | $1.78M | Sell |
32,002
-888
| -3% | -$49.5K | 0.56% | 54 |
|
|
2021
Q4 | $2.08M | Sell |
32,890
-2,930
| -8% | -$186K | 0.61% | 50 |
|
|
2021
Q3 | $1.95M | Buy |
35,820
+201
| +0.6% | +$10.9K | 0.61% | 51 |
|
|
2021
Q2 | $1.89M | Sell |
35,619
-74
| -0.2% | -$3.92K | 0.61% | 50 |
|
|
2021
Q1 | $1.85M | Buy |
35,693
+1,206
| +3% | +$62.4K | 0.64% | 48 |
|
|
2020
Q4 | $1.54M | Sell |
34,487
-8,497
| -20% | -$380K | 0.56% | 52 |
|
|
2020
Q3 | $1.69M | Sell |
42,984
-3,761
| -8% | -$148K | 0.69% | 44 |
|
|
2020
Q2 | $2.18M | Sell |
46,745
-2,259
| -5% | -$105K | 1.02% | 33 |
|
|
2020
Q1 | $1.93M | Sell |
49,004
-7,882
| -14% | -$310K | 1.04% | 35 |
|
|
2019
Q4 | $2.73M | Sell |
56,886
-18,610
| -25% | -$892K | 1.22% | 26 |
|
|
2019
Q3 | $3.73M | Buy |
75,496
+5,673
| +8% | +$280K | 1.76% | 19 |
|
|
2019
Q2 | $3.82M | Buy |
69,823
+1,096
| +2% | +$60K | 1.89% | 15 |
|
|
2019
Q1 | $3.71M | Buy |
68,727
+2,017
| +3% | +$109K | 1.93% | 14 |
|
|
2018
Q4 | $2.89M | Buy |
+66,710
| New | +$2.89M | 1.81% | 18 |
|
|
2013
Q4 | – | Sell |
-10,842
| Closed | -$254K | – | 79 |
|
|
2013
Q3 | $254K | Sell |
10,842
-602
| -5% | -$14.1K | 0.26% | 66 |
|
|
2013
Q2 | $278K | Buy |
+11,444
| New | +$278K | 0.27% | 65 |
|