A detailed history of Holistic Planning, LLC transactions in Cisco Systems, Inc. stock. As of the latest transaction made, Holistic Planning, LLC holds 8,115 shares of CSCO stock, worth $631,184. This represents 0.15% of its overall portfolio holdings.

Number of Shares
8,115
Previous 9,795 17.15%
Holding current value
$631,184
Previous $680 Million 18.3%
% of portfolio
0.15%
Previous 0.19%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025

SELL
$66.2 - $71.79 $111,216 - $120,607
-1,680 Reduced 17.15%
8,115 $555 Million
Q2 2025

Jul 28, 2025

BUY
$53.19 - $69.38 $144,676 - $188,713
2,720 Added 38.45%
9,795 $680 Million
Q1 2025

Apr 23, 2025

BUY
$58.74 - $64.87 $6,578 - $7,265
112 Added 1.61%
7,075 $437 Million
Q4 2024

Jan 24, 2025

SELL
$52.45 - $60.02 $734 - $840
-14 Reduced 0.2%
6,963 $412 Million
Q3 2024

Nov 01, 2024

BUY
$44.74 - $53.22 $34,584 - $41,139
773 Added 12.46%
6,977 $371 Million
Q1 2024

May 01, 2024

BUY
$48.06 - $52.33 $10,044 - $10,936
209 Added 3.49%
6,204 $310 Million
Q4 2023

Feb 14, 2024

BUY
$47.7 - $54.39 $285,961 - $326,068
5,995 New
5,995 $303 Million

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 $319B
  • 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
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