CWM
Cahaba Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
+3,210
| New | +$223K | 0.02% | 146 |
|
|
2024
Q3 | – | Sell |
-11,802
| Closed | -$561K | – | 154 |
|
|
2024
Q2 | $561K | Buy |
+11,802
| New | +$561K | 0.05% | 81 |
|
|
2023
Q3 | – | Sell |
-4,315
| Closed | -$223K | – | 144 |
|
|
2023
Q2 | $223K | Buy |
4,315
+272
| +7% | +$14.1K | 0.02% | 135 |
|
|
2023
Q1 | $211K | Buy |
+4,043
| New | +$211K | 0.02% | 138 |
|
|
2019
Q4 | – | Sell |
-11,173
| Closed | -$552K | – | 80 |
|
|
2019
Q3 | $552K | Buy |
+11,173
| New | +$552K | 0.13% | 50 |
|