BWM
BlackDiamond Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Sell |
6,147
-144
| -2% | -$9.95K | 0.25% | 77 |
|
|
2025
Q1 | $376K | Buy |
6,291
+635
| +11% | +$38K | 0.25% | 72 |
|
|
2024
Q4 | $335K | Buy |
5,656
+168
| +3% | +$9.95K | 0.19% | 108 |
|
|
2024
Q3 | $322K | Buy |
5,488
+733
| +15% | +$43K | 0.19% | 113 |
|
|
2024
Q2 | $218K | Sell |
4,755
-252
| -5% | -$11.5K | 0.14% | 138 |
|
|
2024
Q1 | $250K | Buy |
5,007
+257
| +5% | +$12.8K | 0.18% | 125 |
|
|
2023
Q4 | $235K | Buy |
4,750
+247
| +5% | +$12.2K | 0.17% | 125 |
|
|
2023
Q3 | $232K | Buy |
4,503
+65
| +1% | +$3.35K | 0.21% | 108 |
|
|
2023
Q2 | $238K | Buy |
+4,438
| New | +$238K | 0.2% | 112 |
|