Encompass Wealth Advisors, LLC Cisco Systems, Inc. Transaction History

Encompass Wealth Advisors, LLC

$243 Million
Q1 2025

A detailed history of Encompass Wealth Advisors, LLC transactions in Cisco Systems, Inc. stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 9,372 shares of CSCO stock, worth $590,810. This represents 0.24% of its overall portfolio holdings.

Number of Shares

9,372

Previous 9,349 0.25%

Holding current value

$590,810

Previous $553,000 4.52%

% of portfolio

0.24%

Previous 0.23%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$58.74 - $64.87 $1,351 - $1,492	23 Added 0.25%	9,372 $578,000
Q4 2024 Jan 27, 2025	SELL	$52.45 - $60.02 $326,763 - $373,924	-6,230 Reduced 39.99%	9,349 $553,000
Q3 2024 Nov 05, 2024	SELL	$44.74 - $53.22 $7,561 - $8,994	-169 Reduced 1.07%	15,579 $829,000
Q2 2024 Aug 08, 2024	SELL	$45.52 - $50.04 $546 - $600	-12 Reduced 0.08%	15,748 $748,000
Q1 2024 May 10, 2024	SELL	$48.06 - $52.33 $720 - $784	-15 Reduced 0.1%	15,760 $786,000
Q4 2023 Feb 13, 2024	BUY	$47.7 - $54.39 $7,202 - $8,212	151 Added 0.97%	15,775 $796,000
Q3 2023 Nov 07, 2023	SELL	$50.38 - $57.84 $6,499 - $7,461	-129 Reduced 0.82%	15,624 $839,000
Q2 2023 Aug 09, 2023	SELL	$45.7 - $52.31 $45 - $52	-1 Reduced 0.01%	15,753 $815,000
Q1 2023 May 04, 2023	SELL	$46.46 - $52.28 $20,070 - $22,584	-432 Reduced 2.67%	15,754 $823,000
Q4 2022 Feb 01, 2023	SELL	$39.58 - $49.97 $16,306 - $20,587	-412 Reduced 2.48%	16,186 $771,000
Q3 2022 Oct 28, 2022	BUY	$40.0 - $49.37 $1,880 - $2,320	47 Added 0.28%	16,598 $664,000
Q2 2022 Aug 03, 2022	SELL	$41.72 - $55.87 $4,046 - $5,419	-97 Reduced 0.58%	16,551 $706,000
Q1 2022 Apr 28, 2022	BUY	$53.18 - $63.16 $9,519 - $11,305	179 Added 1.09%	16,648 $928,000
Q4 2021 Jan 20, 2022	BUY	$53.25 - $63.96 $3,727 - $4,477	70 Added 0.43%	16,469 $1.04 Million
Q3 2021 Nov 16, 2021	SELL	$52.98 - $59.53 $389,720 - $437,902	-7,356 Reduced 30.97%	16,399 $892,000
Q2 2021 Aug 03, 2021	SELL	$50.71 - $55.03 $30,780 - $33,403	-607 Reduced 2.49%	23,755 $1.26 Million
Q1 2021 May 25, 2021	BUY	$43.96 - $52.57 $1.02 Million - $1.22 Million	23,236 Added 2063.59%	24,362 $1.24 Million
Q4 2020 Mar 09, 2021	SELL	$35.69 - $45.44 $780,040 - $993,136	-21,856 Reduced 95.1%	1,126 $50,000
Q4 2020 Mar 09, 2021	BUY	$35.69 - $45.44 $820,227 - $1.04 Million	22,982 New	22,982 $1.03 Million

Others Institutions Holding CSCO

# of Institutions

3,809

Shares Held

2.9B

Call Options Held

58.5M

Put Options Held

47.9M

View Full List

About CISCO SYSTEMS, INC.

Ticker CSCO
Exchange NASDAQ
Sector Technology
Industry Communication Equipment
Shares Outstandng 4,105,969,920
Market Cap $259B
Description
Cisco Systems, Inc. designs, manufactures, and sells Internet Protocol based networking and other products related to the communications and information technology industry in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. It provides infrastructure platforms, including networking technologies of switching, ro...

More about CSCO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Encompass Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Encompass Wealth Advisors, LLC with notifications on news.

Account

Encompass Wealth Advisors, LLC Cisco Systems, Inc. Transaction History