BWG
Beta Wealth Group’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $641K | Sell |
9,232
-293
| -3% | -$20.3K | 0.23% | 52 |
|
|
2025
Q1 | $588K | Buy |
9,525
+206
| +2% | +$12.7K | 0.21% | 55 |
|
|
2024
Q4 | $552K | Buy |
9,319
+200
| +2% | +$11.8K | 0.24% | 65 |
|
|
2024
Q3 | $485K | Buy |
9,119
+407
| +5% | +$21.7K | 0.22% | 74 |
|
|
2024
Q2 | $414K | Buy |
8,712
+202
| +2% | +$9.6K | 0.2% | 80 |
|
|
2024
Q1 | $425K | Buy |
8,510
+105
| +1% | +$5.24K | 0.21% | 76 |
|
|
2023
Q4 | $425K | Sell |
8,405
-95
| -1% | -$4.8K | 0.22% | 71 |
|
|
2023
Q3 | $457K | Buy |
8,500
+2,900
| +52% | +$156K | 0.27% | 67 |
|
|
2023
Q2 | $290K | Buy |
+5,600
| New | +$290K | 0.17% | 84 |
|
|
2023
Q1 | – | Sell |
-5,600
| Closed | -$267K | – | 103 |
|
|
2022
Q4 | $267K | Buy |
5,600
+400
| +8% | +$19.1K | 0.18% | 83 |
|
|
2022
Q3 | $208K | Sell |
5,200
-1,300
| -20% | -$52K | 0.15% | 86 |
|
|
2022
Q2 | $277K | Hold |
6,500
| – | – | 0.19% | 68 |
|
|
2022
Q1 | $362K | Buy |
+6,500
| New | +$362K | 0.24% | 57 |
|