BWM
Baron Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $708K | Sell |
10,200
-184
| -2% | -$12.8K | 0.25% | 54 |
|
|
2025
Q1 | $641K | Sell |
10,384
-385
| -4% | -$23.8K | 0.28% | 52 |
|
|
2024
Q4 | $638K | Sell |
10,769
-20
| -0.2% | -$1.18K | 0.3% | 50 |
|
|
2024
Q3 | $574K | Buy |
10,789
+4,739
| +78% | +$252K | 0.28% | 54 |
|
|
2024
Q2 | $287K | Sell |
6,050
-1,799
| -23% | -$85.5K | 0.15% | 117 |
|
|
2024
Q1 | $392K | Buy |
7,849
+179
| +2% | +$8.93K | 0.21% | 81 |
|
|
2023
Q4 | $387K | Buy |
7,670
+1,316
| +21% | +$66.5K | 0.21% | 72 |
|
|
2023
Q3 | $342K | Buy |
6,354
+902
| +17% | +$48.5K | 0.22% | 78 |
|
|
2023
Q2 | $282K | Sell |
5,452
-2,440
| -31% | -$126K | 0.18% | 101 |
|
|
2023
Q1 | $413K | Hold |
7,892
| – | – | 0.29% | 57 |
|
|
2022
Q4 | $376K | Buy |
+7,892
| New | +$376K | 0.29% | 63 |
|