BWM
BKM Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
29,131
+353
| +1% | +$24.5K | 0.79% | 37 |
|
|
2025
Q1 | $1.78M | Buy |
28,778
+636
| +2% | +$39.2K | 0.73% | 44 |
|
|
2024
Q4 | $1.67M | Buy |
28,142
+1,585
| +6% | +$93.8K | 0.68% | 43 |
|
|
2024
Q3 | $1.41M | Buy |
26,557
+1,546
| +6% | +$82.3K | 0.57% | 55 |
|
|
2024
Q2 | $1.19M | Sell |
25,011
-6,421
| -20% | -$305K | 0.57% | 56 |
|
|
2024
Q1 | $1.57M | Buy |
31,432
+5,259
| +20% | +$262K | 0.67% | 44 |
|
|
2023
Q4 | $1.32M | Buy |
+26,173
| New | +$1.32M | 0.56% | 48 |
|