CWM
Castle Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
+3,078
| New | +$214K | 0.08% | 114 |
|
|
2024
Q2 | – | Sell |
-25,417
| Closed | -$1.27M | – | 118 |
|
|
2024
Q1 | $1.27M | Buy |
25,417
+3,244
| +15% | +$162K | 0.66% | 39 |
|
|
2023
Q4 | $1.12M | Buy |
22,173
+4,633
| +26% | +$234K | 0.67% | 41 |
|
|
2023
Q3 | $943K | Buy |
17,540
+4,007
| +30% | +$215K | 0.67% | 40 |
|
|
2023
Q2 | $700K | Buy |
13,533
+475
| +4% | +$24.6K | 0.49% | 47 |
|
|
2023
Q1 | $683K | Sell |
13,058
-875
| -6% | -$45.7K | 0.53% | 46 |
|
|
2022
Q4 | $664K | Sell |
13,933
-1,207
| -8% | -$57.5K | 0.42% | 50 |
|
|
2022
Q3 | $606K | Buy |
15,140
+2,778
| +22% | +$111K | 0.37% | 46 |
|
|
2022
Q2 | $527K | Buy |
+12,362
| New | +$527K | 0.31% | 59 |
|