CWMGP
Capstone Wealth Management Group (Pennsylvania)’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Buy |
+3,677
| New | +$255K | 0.24% | 47 |
|
|
2023
Q4 | – | Sell |
-6,987
| Closed | -$376K | – | 59 |
|
|
2023
Q3 | $376K | Sell |
6,987
-1,366
| -16% | -$73.4K | 0.39% | 43 |
|
|
2023
Q2 | $432K | Sell |
8,353
-1,079
| -11% | -$55.8K | 0.45% | 39 |
|
|
2023
Q1 | $493K | Sell |
9,432
-290
| -3% | -$15.2K | 0.55% | 32 |
|
|
2022
Q4 | $463K | Buy |
9,722
+4,125
| +74% | +$197K | 0.5% | 38 |
|
|
2022
Q3 | $224K | Sell |
5,597
-15
| -0.3% | -$600 | 0.29% | 52 |
|
|
2022
Q2 | $239K | Sell |
5,612
-545
| -9% | -$23.2K | 0.29% | 56 |
|
|
2022
Q1 | $343K | Sell |
6,157
-536
| -8% | -$29.9K | 0.34% | 48 |
|
|
2021
Q4 | $424K | Buy |
+6,693
| New | +$424K | 0.34% | 52 |
|