AWM
Allen Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.48M | Sell |
50,218
-4,224
| -8% | -$293K | 2.44% | 7 |
|
|
2025
Q1 | $3.36M | Sell |
54,442
-84
| -0.2% | -$5.18K | 2.31% | 7 |
|
|
2024
Q4 | $3.23M | Sell |
54,526
-1,675
| -3% | -$99.2K | 2.31% | 7 |
|
|
2024
Q3 | $2.99M | Buy |
56,201
+1,046
| +2% | +$55.7K | 2.07% | 8 |
|
|
2024
Q2 | $2.62M | Buy |
55,155
+1,735
| +3% | +$82.4K | 2.33% | 8 |
|
|
2024
Q1 | $2.67M | Buy |
53,420
+37
| +0.1% | +$1.85K | 2.35% | 8 |
|
|
2023
Q4 | $2.7M | Buy |
+53,383
| New | +$2.7M | 2.64% | 8 |
|