BHWM
Beaird Harris Wealth Management’s Cisco CSCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $36.5K | Sell |
592
-628
| -51% | -$38.8K | ﹤0.01% | 253 |
|
2024
Q4 | $72.2K | Sell |
1,220
-611
| -33% | -$36.2K | 0.01% | 198 |
|
2024
Q3 | $97.4K | Buy |
1,831
+1,143
| +166% | +$60.8K | 0.01% | 180 |
|
2024
Q2 | $32.7K | Sell |
688
-35
| -5% | -$1.66K | ﹤0.01% | 259 |
|
2024
Q1 | $36.1K | Sell |
723
-310
| -30% | -$15.5K | ﹤0.01% | 228 |
|
2023
Q4 | $52.2K | Buy |
1,033
+345
| +50% | +$17.4K | 0.01% | 181 |
|
2023
Q3 | $37K | Hold |
688
| – | – | ﹤0.01% | 192 |
|
2023
Q2 | $35.6K | Hold |
688
| – | – | ﹤0.01% | 188 |
|
2023
Q1 | $36K | Sell |
688
-741
| -52% | -$38.7K | 0.01% | 188 |
|
2022
Q4 | $68.1K | Buy |
1,429
+686
| +92% | +$32.7K | 0.01% | 160 |
|
2022
Q3 | $30K | Sell |
743
-70
| -9% | -$2.83K | 0.01% | 199 |
|
2022
Q2 | $35K | Buy |
813
+505
| +164% | +$21.7K | 0.01% | 159 |
|
2022
Q1 | $17K | Sell |
308
-5,451
| -95% | -$301K | 0.01% | 263 |
|
2021
Q4 | $365K | Buy |
+5,759
| New | +$365K | 0.13% | 73 |
|