A detailed history of Institute For Wealth Management, Llc. transactions in Cisco Systems, Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 19,852 shares of CSCO stock, worth $1.18 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
19,852
Previous 20,332 2.36%
Holding current value
$1.18 Million
Previous $965,000 9.43%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Nov 12, 2024

SELL
$44.74 - $53.22 $21,475 - $25,545
-480 Reduced 2.36%
19,852 $1.06 Million
Q2 2024

Jul 25, 2024

BUY
$45.52 - $50.04 $84,576 - $92,974
1,858 Added 10.06%
20,332 $965,000
Q1 2024

Apr 30, 2024

SELL
$48.06 - $52.33 $33,497 - $36,474
-697 Reduced 3.64%
18,474 $922,000
Q4 2023

Jan 31, 2024

SELL
$47.7 - $54.39 $5,056 - $5,765
-106 Reduced 0.55%
19,171 $968,000
Q3 2023

Oct 13, 2023

SELL
$50.38 - $57.84 $16,524 - $18,971
-328 Reduced 1.67%
19,277 $1.04 Million
Q2 2023

Jul 25, 2023

BUY
$45.7 - $52.31 $228 - $261
5 Added 0.03%
19,605 $1.01 Million
Q1 2023

Apr 20, 2023

SELL
$46.46 - $52.28 $31,360 - $35,289
-675 Reduced 3.33%
19,600 $1.02 Million
Q4 2022

Feb 02, 2023

SELL
$39.58 - $49.97 $105,084 - $132,670
-2,655 Reduced 11.58%
20,275 $965,000
Q3 2022

Oct 18, 2022

SELL
$40.0 - $49.37 $21,240 - $26,215
-531 Reduced 2.26%
22,930 $917,000
Q2 2022

Jul 25, 2022

SELL
$41.72 - $55.87 $50,022 - $66,988
-1,199 Reduced 4.86%
23,461 $1 Million
Q1 2022

Apr 29, 2022

SELL
$53.18 - $63.16 $6,381 - $7,579
-120 Reduced 0.48%
24,660 $1.38 Million
Q4 2021

Jan 21, 2022

SELL
$53.25 - $63.96 $13,099 - $15,734
-246 Reduced 0.98%
24,780 $1.57 Million
Q3 2021

Nov 15, 2021

BUY
$52.98 - $59.53 $65,377 - $73,460
1,234 Added 5.19%
25,026 $1.36 Million
Q2 2021

Jul 21, 2021

SELL
$50.71 - $55.03 $13,843 - $15,023
-273 Reduced 1.13%
23,792 $1.26 Million
Q1 2021

May 04, 2021

SELL
$43.96 - $52.57 $109,152 - $130,531
-2,483 Reduced 9.35%
24,065 $1.24 Million
Q4 2020

Feb 01, 2021

SELL
$35.69 - $45.44 $106,641 - $135,774
-2,988 Reduced 10.12%
26,548 $1.19 Million
Q3 2020

Nov 03, 2020

BUY
$37.85 - $48.1 $6,661 - $8,465
176 Added 0.6%
29,536 $1.16 Million
Q2 2020

Jul 30, 2020

SELL
$38.33 - $48.13 $5,634 - $7,075
-147 Reduced 0.5%
29,360 $1.37 Million
Q1 2020

Apr 29, 2020

BUY
$33.2 - $49.93 $13,147 - $19,772
396 Added 1.36%
29,507 $1.16 Million
Q4 2019

Feb 27, 2020

BUY
$43.52 - $48.83 $1.21 Million - $1.35 Million
27,715 Added 1985.32%
29,111 $1.4 Million
Q4 2019

Jan 27, 2020

SELL
$43.52 - $48.83 $1.25 Million - $1.4 Million
-28,749 Reduced 95.37%
1,396 $1.4 Million
Q3 2019

Oct 28, 2019

SELL
$46.25 - $58.05 $268,296 - $336,748
-5,801 Reduced 16.14%
30,145 $1.49 Million
Q2 2019

Aug 02, 2019

BUY
$51.3 - $57.41 $456,980 - $511,408
8,908 Added 32.95%
35,946 $1.97 Million
Q1 2019

May 15, 2019

SELL
$41.07 - $53.99 $646,236 - $849,532
-15,735 Reduced 36.79%
27,038 $1.46 Million
Q4 2018

Feb 08, 2019

BUY
$40.28 - $49.14 $695,756 - $848,795
17,273 Added 67.74%
42,773 $1.85 Million
Q3 2018

Oct 29, 2018

SELL
$41.78 - $48.65 $402,174 - $468,304
-9,626 Reduced 27.4%
25,500 $1.23 Million
Q2 2018

Aug 10, 2018

SELL
$40.73 - $46.3 $13,481 - $15,325
-331 Reduced 0.93%
35,126 $1.5 Million
Q1 2018

May 15, 2018

BUY
$38.77 - $45.55 $1.37 Million - $1.62 Million
35,457 New
35,457 $1.58 Million
Q4 2017

Feb 12, 2018

SELL
$33.26 - $38.74 $660,610 - $769,453
-19,862 Closed
0 $0
Q3 2017

Nov 14, 2017

BUY
$30.37 - $33.76 $34,591 - $38,452
1,139 Added 6.08%
19,862 $668,000
Q2 2017

Aug 14, 2017

BUY
N/A
18,723
18,723 $582,000

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 $243B
  • 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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