BWA
Blodgett Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Buy |
7,902
+2
| +0% | +$139 | 0.43% | 33 |
|
|
2025
Q1 | $487K | Buy |
7,900
+2
| +0% | +$123 | 0.42% | 35 |
|
|
2024
Q4 | $468K | Buy |
7,898
+7
| +0.1% | +$414 | 0.37% | 36 |
|
|
2024
Q3 | $420K | Sell |
7,891
-1
| -0% | -$53 | 0.35% | 36 |
|
|
2024
Q2 | $375K | Sell |
7,892
-496
| -6% | -$23.6K | 0.32% | 38 |
|
|
2024
Q1 | $419K | Sell |
8,388
-2,905
| -26% | -$145K | 0.38% | 34 |
|
|
2023
Q4 | $571K | Buy |
11,293
+1
| +0% | +$51 | 0.58% | 29 |
|
|
2023
Q3 | $607K | Sell |
11,292
-949
| -8% | -$51K | 0.67% | 27 |
|
|
2023
Q2 | $633K | Sell |
12,241
-1,999
| -14% | -$103K | 0.66% | 31 |
|
|
2023
Q1 | $744K | Sell |
14,240
-689
| -5% | -$36K | 0.86% | 28 |
|
|
2022
Q4 | $711K | Sell |
14,929
-1,998
| -12% | -$95.2K | 0.86% | 28 |
|
|
2022
Q3 | $677K | Sell |
16,927
-1,580
| -9% | -$63.2K | 0.81% | 29 |
|
|
2022
Q2 | $789K | Sell |
18,507
-8,644
| -32% | -$369K | 0.86% | 29 |
|
|
2022
Q1 | $1.51M | Buy |
27,151
+571
| +2% | +$31.8K | 1.26% | 20 |
|
|
2021
Q4 | $1.68M | Buy |
+26,580
| New | +$1.68M | 1.31% | 16 |
|