CWM
CarsonAllaria Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Hold |
245
| – | – | 0.01% | 208 |
|
|
2025
Q1 | $15.1K | Buy |
+245
| New | +$15.1K | 0.01% | 218 |
|
|
2024
Q2 | – | Sell |
-50
| Closed | -$2.5K | – | 387 |
|
|
2024
Q1 | $2.5K | Buy |
+50
| New | +$2.5K | ﹤0.01% | 323 |
|
|
2023
Q1 | – | Sell |
-642
| Closed | -$31K | – | 376 |
|
|
2022
Q4 | $31K | Buy |
642
+5
| +0.8% | +$241 | 0.03% | 128 |
|
|
2022
Q3 | $25K | Buy |
637
+6
| +1% | +$235 | 0.02% | 133 |
|
|
2022
Q2 | $27K | Buy |
631
+4
| +0.6% | +$171 | 0.03% | 135 |
|
|
2022
Q1 | $35K | Buy |
627
+5
| +0.8% | +$279 | 0.03% | 124 |
|
|
2021
Q4 | $39K | Buy |
+622
| New | +$39K | 0.03% | 131 |
|