A detailed history of Heartwood Wealth Advisors LLC transactions in Cisco Systems, Inc. stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 23,050 shares of CSCO stock, worth $1.28 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
23,050
Previous 22,385 2.97%
Holding current value
$1.28 Million
Previous $1.06 Million 15.33%
% of portfolio
0.14%
Previous 0.13%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$44.74 - $53.22 $29,752 - $35,391
665 Added 2.97%
23,050 $1.23 Million
Q2 2024

Jul 09, 2024

BUY
$45.52 - $50.04 $116,076 - $127,602
2,550 Added 12.86%
22,385 $1.06 Million
Q1 2024

Apr 02, 2024

BUY
$48.06 - $52.33 $73,003 - $79,489
1,519 Added 8.29%
19,835 $989,000
Q4 2023

Jan 17, 2024

BUY
$47.7 - $54.39 $3,529 - $4,024
74 Added 0.41%
18,316 $925,000
Q3 2023

Oct 17, 2023

SELL
$50.38 - $57.84 $72,295 - $83,000
-1,435 Reduced 7.29%
18,242 $980,000
Q2 2023

Jul 19, 2023

BUY
$45.7 - $52.31 $7,357 - $8,421
161 Added 0.82%
19,677 $1.02 Million
Q1 2023

Apr 14, 2023

BUY
$46.46 - $52.28 $906,713 - $1.02 Million
19,516 New
19,516 $1.02 Million
Q1 2022

Apr 26, 2022

SELL
$53.18 - $63.16 $372,100 - $441,930
-6,997 Closed
0 $0
Q4 2021

Jan 12, 2022

BUY
$53.25 - $63.96 $25,932 - $31,148
487 Added 7.48%
6,997 $443,000
Q3 2021

Oct 12, 2021

BUY
$52.98 - $59.53 $13,192 - $14,822
249 Added 3.98%
6,510 $354,000
Q2 2021

Jul 21, 2021

BUY
$50.71 - $55.03 $317,495 - $344,542
6,261 New
6,261 $332,000

Others Institutions Holding CSCO

About CISCO SYSTEMS, INC.


  • Ticker CSCO
  • Exchange NASDAQ
  • Sector Technology
  • Industry Communication Equipment
  • Shares Outstandng 4,105,969,920
  • Market Cap $228B
  • 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

Track Heartwood Wealth Advisors LLC Portfolio

Follow Heartwood Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Heartwood Wealth Advisors LLC with notifications on news.