APWM
Atlas Private Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $581K | Sell |
11,648
-975
| -8% | -$48.7K | 0.24% | 90 |
|
|
2023
Q4 | $638K | Hold |
12,623
| – | – | 0.3% | 85 |
|
|
2023
Q3 | $679K | Sell |
12,623
-377
| -3% | -$20.3K | 0.36% | 81 |
|
|
2023
Q2 | $673K | Buy |
13,000
+3,541
| +37% | +$183K | 0.35% | 83 |
|
|
2023
Q1 | $494K | Buy |
9,459
+400
| +4% | +$20.9K | 0.3% | 87 |
|
|
2022
Q4 | $432K | Buy |
9,059
+20
| +0.2% | +$953 | 0.2% | 89 |
|
|
2022
Q3 | $362K | Sell |
9,039
-8,949
| -50% | -$358K | 0.26% | 90 |
|
|
2022
Q2 | $767K | Buy |
17,988
+20
| +0.1% | +$853 | 0.52% | 63 |
|
|
2022
Q1 | $1M | Sell |
17,968
-200
| -1% | -$11.2K | 0.58% | 56 |
|
|
2021
Q4 | $1.15M | Sell |
18,168
-500
| -3% | -$31.7K | 0.64% | 51 |
|
|
2021
Q3 | $1.02M | Hold |
18,668
| – | – | 0.62% | 52 |
|
|
2021
Q2 | $989K | Sell |
18,668
-496
| -3% | -$26.3K | 0.61% | 53 |
|
|
2021
Q1 | $991K | Buy |
19,164
+7,400
| +63% | +$383K | 0.63% | 47 |
|
|
2020
Q4 | $526K | Sell |
11,764
-1,700
| -13% | -$76K | 0.37% | 67 |
|
|
2020
Q3 | $530K | Sell |
13,464
-168
| -1% | -$6.61K | 0.42% | 66 |
|
|
2020
Q2 | $636K | Sell |
13,632
-1,137
| -8% | -$53K | 0.51% | 55 |
|
|
2020
Q1 | $581K | Buy |
14,769
+911
| +7% | +$35.8K | 0.54% | 53 |
|
|
2019
Q4 | $665K | Buy |
+13,858
| New | +$665K | 0.51% | 57 |
|