Cisco Systems shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Cisco Systems (CSCO) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Cisco Systems
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Quarterly reported holdings in Cisco Systems by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 23k | 53.22 |
| 2024-06-30 | $1.1M | 22k | 47.51 |
| 2024-03-31 | $990k | 20k | 49.91 |
| 2023-12-31 | $925k | 18k | 50.52 |
| 2023-09-30 | $981k | 18k | 53.76 |
| 2023-06-30 | $1.0M | 20k | 51.74 |
| 2023-03-31 | $1.0M | 20k | 52.28 |
| 2021-12-31 | $443k | 7.0k | 63.31 |
| 2021-09-30 | $354k | 6.5k | 54.38 |
| 2021-06-30 | $332k | 6.3k | 53.03 |