Xcel Wealth Management’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $853K | Buy |
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|
2025
Q4 | $816K | Buy |
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|
2025
Q3 | $708K | Buy |
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $375K | Hold |
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|
2023
Q1 | $379K | Buy |
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|
2022
Q4 | $331K | Sell |
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|
2022
Q3 | $281K | Sell |
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|
2022
Q2 | $308K | Sell |
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|
2022
Q1 | $424K | Sell |
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|
2021
Q4 | $662K | Sell |
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|
2021
Q3 | $576K | Buy |
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|
2021
Q2 | $394K | Buy |
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|
2021
Q1 | $321K | Sell |
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|
2020
Q4 | $313K | Sell |
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|
2020
Q3 | $282K | Sell |
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|
2020
Q2 | $460K | Buy |
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|
2020
Q1 | $289K | Buy |
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|
2019
Q4 | $328K | Sell |
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|
2019
Q3 | $344K | Buy |
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|
2019
Q2 | $380K | Buy |
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|
2019
Q1 | $365K | Sell |
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|
2018
Q4 | $349K | Buy |
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