AEPWM
Atlantic Edge Private Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Sell |
46,708
-574
| -1% | -$39.8K | 0.89% | 29 |
|
|
2025
Q1 | $2.92M | Buy |
47,282
+211
| +0.4% | +$13K | 0.89% | 29 |
|
|
2024
Q4 | $2.79M | Buy |
47,071
+1,447
| +3% | +$85.7K | 0.86% | 28 |
|
|
2024
Q3 | $2.43M | Buy |
45,624
+1,351
| +3% | +$71.9K | 0.74% | 36 |
|
|
2024
Q2 | $2.1M | Sell |
44,273
-702
| -2% | -$33.4K | 0.7% | 34 |
|
|
2024
Q1 | $2.24M | Buy |
44,975
+1,936
| +4% | +$96.6K | 0.77% | 34 |
|
|
2023
Q4 | $2.17M | Buy |
+43,039
| New | +$2.17M | 0.88% | 30 |
|