APW
Axim Planning & Wealth’s Cisco CSCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $218K | Buy |
+3,149
| New | +$218K | 0.2% | 55 |
|
2025
Q1 | – | Sell |
-3,411
| Closed | -$202K | – | 49 |
|
2024
Q4 | $202K | Buy |
+3,411
| New | +$202K | 0.22% | 37 |
|
2023
Q4 | – | Sell |
-4,019
| Closed | -$216K | – | 31 |
|
2023
Q3 | $216K | Sell |
4,019
-213
| -5% | -$11.5K | 0.19% | 25 |
|
2023
Q2 | $219K | Buy |
4,232
+204
| +5% | +$10.6K | 0.2% | 22 |
|
2023
Q1 | $211K | Sell |
4,028
-915
| -19% | -$47.8K | 0.21% | 21 |
|
2022
Q4 | $235K | Hold |
4,943
| – | – | 0.24% | 23 |
|
2022
Q3 | $198K | Buy |
4,943
+400
| +9% | +$16K | 0.19% | 18 |
|
2022
Q2 | $194K | Buy |
+4,543
| New | +$194K | 0.15% | 16 |
|