CSWM
Cassady Schiller Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $155K | Sell |
2,620
-1,784
| -41% | -$106K | 0.06% | 131 |
|
|
2024
Q3 | $234K | Buy |
4,404
+3
| +0.1% | +$160 | 0.09% | 112 |
|
|
2024
Q2 | $209K | Buy |
4,401
+3
| +0.1% | +$143 | 0.08% | 113 |
|
|
2024
Q1 | $220K | Sell |
4,398
-1,152
| -21% | -$57.5K | 0.1% | 111 |
|
|
2023
Q4 | $280K | Hold |
5,550
| – | – | 0.14% | 83 |
|
|
2023
Q3 | $298K | Sell |
5,550
-204
| -4% | -$11K | 0.17% | 79 |
|
|
2023
Q2 | $298K | Hold |
5,754
| – | – | 0.16% | 82 |
|
|
2023
Q1 | $301K | Sell |
5,754
-99
| -2% | -$5.18K | 0.14% | 82 |
|
|
2022
Q4 | $279K | Sell |
5,853
-2,285
| -28% | -$109K | 0.17% | 85 |
|
|
2022
Q3 | $326K | Buy |
8,138
+1,498
| +23% | +$60K | 0.19% | 79 |
|
|
2022
Q2 | $283K | Buy |
6,640
+153
| +2% | +$6.52K | 0.15% | 79 |
|
|
2022
Q1 | $362K | Buy |
6,487
+206
| +3% | +$11.5K | 0.17% | 77 |
|
|
2021
Q4 | $398K | Buy |
+6,281
| New | +$398K | 0.24% | 62 |
|