BWP
Balboa Wealth Partners’s Cisco CSCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $635K | Buy |
9,150
+153
| +2% | +$10.6K | 0.13% | 135 |
|
2025
Q1 | $555K | Sell |
8,997
-283
| -3% | -$17.5K | 0.13% | 122 |
|
2024
Q4 | $549K | Buy |
9,280
+1,895
| +26% | +$112K | 0.13% | 135 |
|
2024
Q3 | $393K | Buy |
7,385
+49
| +0.7% | +$2.61K | 0.1% | 162 |
|
2024
Q2 | $349K | Buy |
+7,336
| New | +$349K | 0.09% | 169 |
|
2023
Q3 | – | Sell |
-5,500
| Closed | -$285K | – | 285 |
|
2023
Q2 | $285K | Sell |
5,500
-1,612
| -23% | -$83.4K | 0.1% | 171 |
|
2023
Q1 | $372K | Sell |
7,112
-1,168
| -14% | -$61.1K | 0.14% | 134 |
|
2022
Q4 | $394K | Sell |
8,280
-1,100
| -12% | -$52.4K | 0.18% | 126 |
|
2022
Q3 | $375K | Buy |
+9,380
| New | +$375K | 0.16% | 113 |
|