AWM
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Accurate Wealth Management’s Cisco CSCO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.26M Sell
47,433
-1,833
-4% -$126K 0.5% 40
2025
Q1
$2.82M Sell
49,266
-1,210
-2% -$69.4K 0.54% 47
2024
Q4
$2.97M Buy
50,476
+303
+0.6% +$17.8K 0.57% 41
2024
Q3
$2.71M Buy
50,173
+1,138
+2% +$61.5K 0.55% 53
2024
Q2
$2.32M Buy
49,035
+3,385
+7% +$160K 0.56% 57
2024
Q1
$2.21M Buy
45,650
+5,252
+13% +$254K 0.64% 49
2023
Q4
$2.04M Buy
40,398
+2,279
+6% +$115K 0.63% 45
2023
Q3
$2.06M Buy
38,119
+5,861
+18% +$316K 0.65% 48
2023
Q2
$1.63M Buy
32,258
+6,906
+27% +$348K 0.51% 49
2023
Q1
$1.3M Buy
25,352
+7,908
+45% +$406K 0.45% 62
2022
Q4
$851K Buy
17,444
+3,599
+26% +$176K 0.31% 66
2022
Q3
$572K Buy
13,845
+2,305
+20% +$95.2K 0.24% 80
2022
Q2
$496K Buy
11,540
+933
+9% +$40.1K 0.27% 77
2022
Q1
$591K Buy
10,607
+1,155
+12% +$64.4K 0.26% 78
2021
Q4
$564K Buy
9,452
+345
+4% +$20.6K 0.46% 58
2021
Q3
$501K Sell
9,107
-3,235
-26% -$178K 0.44% 62
2021
Q2
$654K Buy
+12,342
New +$654K 0.57% 42