BWM
Birchcreek Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Sell |
3,478
-41
| -1% | -$2.85K | 0.14% | 98 |
|
|
2025
Q1 | $217K | Buy |
3,519
+41
| +1% | +$2.53K | 0.14% | 108 |
|
|
2024
Q4 | $206K | Buy |
+3,478
| New | +$206K | 0.13% | 118 |
|
|
2023
Q2 | – | Sell |
-4,167
| Closed | -$218K | – | 132 |
|
|
2023
Q1 | $218K | Buy |
+4,167
| New | +$218K | 0.17% | 119 |
|
|
2021
Q1 | – | Sell |
-2,290
| Closed | -$102K | – | 150 |
|
|
2020
Q4 | $102K | Buy |
+2,290
| New | +$102K | 0.1% | 143 |
|