BAWM
Bennett Associates Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514K | Sell |
7,403
-278
| -4% | -$19.3K | 0.39% | 27 |
|
|
2025
Q1 | $474K | Sell |
7,681
-1,350
| -15% | -$83.3K | 0.39% | 25 |
|
|
2024
Q4 | $535K | Sell |
9,031
-307
| -3% | -$18.2K | 0.44% | 24 |
|
|
2024
Q3 | $497K | Buy |
9,338
+177
| +2% | +$9.42K | 0.41% | 29 |
|
|
2024
Q2 | $435K | Sell |
9,161
-417
| -4% | -$19.8K | 0.39% | 27 |
|
|
2024
Q1 | $478K | Buy |
9,578
+612
| +7% | +$30.5K | 0.43% | 30 |
|
|
2023
Q4 | $453K | Buy |
+8,966
| New | +$453K | 0.44% | 30 |
|