AWM
Axxcess Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.97M | Buy |
129,323
+6,987
| +6% | +$485K | 0.21% | 93 |
|
|
2025
Q1 | $7.55M | Buy |
122,336
+5,427
| +5% | +$335K | 0.2% | 94 |
|
|
2024
Q4 | $6.92M | Sell |
116,909
-2,640
| -2% | -$156K | 0.17% | 105 |
|
|
2024
Q3 | $6.36M | Sell |
119,549
-27,496
| -19% | -$1.46M | 0.16% | 114 |
|
|
2024
Q2 | $6.99M | Buy |
147,045
+4,847
| +3% | +$230K | 0.18% | 97 |
|
|
2024
Q1 | $7.1M | Buy |
142,198
+7,359
| +5% | +$367K | 0.19% | 93 |
|
|
2023
Q4 | $6.81M | Buy |
134,839
+10,136
| +8% | +$512K | 0.2% | 99 |
|
|
2023
Q3 | $6.7M | Buy |
124,703
+65,299
| +110% | +$3.51M | 0.23% | 88 |
|
|
2023
Q2 | $3.07M | Sell |
59,404
-11,402
| -16% | -$590K | 0.22% | 96 |
|
|
2023
Q1 | $3.7M | Buy |
70,806
+37
| +0.1% | +$1.93K | 0.28% | 74 |
|
|
2022
Q4 | $3.37M | Buy |
70,769
+26,173
| +59% | +$1.25M | 0.28% | 78 |
|
|
2022
Q3 | $1.78M | Buy |
44,596
+6,784
| +18% | +$271K | 0.17% | 117 |
|
|
2022
Q2 | $1.61M | Sell |
37,812
-523
| -1% | -$22.3K | 0.15% | 132 |
|
|
2022
Q1 | $2.14M | Buy |
38,335
+5,412
| +16% | +$302K | 0.17% | 114 |
|
|
2021
Q4 | $2.09M | Buy |
+32,923
| New | +$2.09M | 0.15% | 115 |
|