Cisco Systems shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Cisco Systems (CSCO) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Cisco Systems
Tip: Access up to 7 years of quarterly data
All positions including Cisco Systems held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Cisco Systems by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $240k | 3.5k | 68.42 |
| 2025-06-30 | $272k | 3.9k | 69.38 |
| 2023-06-30 | $335k | 6.5k | 51.74 |
| 2023-03-31 | $382k | 7.3k | 52.28 |
| 2022-12-31 | $299k | 6.3k | 47.64 |
| 2022-06-30 | $205k | 4.8k | 42.73 |
| 2022-03-31 | $480k | 8.6k | 55.77 |
| 2021-12-31 | $510k | 8.0k | 63.36 |
| 2021-09-30 | $445k | 8.2k | 54.39 |
| 2021-06-30 | $450k | 8.5k | 52.98 |
| 2021-03-31 | $389k | 7.5k | 51.67 |
| 2020-12-31 | $331k | 7.4k | 44.69 |
| 2020-09-30 | $262k | 6.6k | 39.58 |
| 2020-06-30 | $285k | 6.1k | 46.58 |
| 2020-03-31 | $239k | 6.1k | 39.37 |
| 2019-12-31 | $308k | 6.4k | 47.89 |
| 2019-09-30 | $330k | 6.7k | 49.09 |
| 2019-06-30 | $365k | 6.7k | 54.68 |
| 2019-03-31 | $381k | 7.1k | 54.00 |
| 2018-12-31 | $295k | 6.8k | 43.40 |
| 2018-09-30 | $380k | 7.8k | 48.70 |
| 2018-03-31 | $333k | 7.8k | 42.85 |
| 2017-12-31 | $341k | 8.9k | 38.33 |
More positions owned by Holistic Financial Partners
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