AWM
AAF Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Sell |
3,264
-752
| -19% | -$52.2K | 0.1% | 43 |
|
|
2025
Q1 | $248K | Sell |
4,016
-256
| -6% | -$15.8K | 0.13% | 41 |
|
|
2024
Q4 | $253K | Buy |
+4,272
| New | +$253K | 0.13% | 38 |
|
|
2024
Q3 | – | Sell |
-4,224
| Closed | -$201K | – | 45 |
|
|
2024
Q2 | $201K | Buy |
4,224
+190
| +5% | +$9.03K | 0.1% | 44 |
|
|
2024
Q1 | $201K | Buy |
+4,034
| New | +$201K | 0.11% | 42 |
|
|
2023
Q3 | – | Sell |
-4,169
| Closed | -$216K | – | 41 |
|
|
2023
Q2 | $216K | Buy |
+4,169
| New | +$216K | 0.13% | 38 |
|