CWM
Cedar Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7K | Buy |
+183
| New | +$12.7K | ﹤0.01% | 152 |
|
|
2024
Q3 | – | Sell |
-60
| Closed | -$2.85K | – | 272 |
|
|
2024
Q2 | $2.85K | Sell |
60
-947
| -94% | -$45K | ﹤0.01% | 274 |
|
|
2024
Q1 | $50.3K | Buy |
1,007
+197
| +24% | +$9.83K | 0.02% | 169 |
|
|
2023
Q4 | $40.9K | Hold |
810
| – | – | 0.01% | 166 |
|
|
2023
Q3 | $43.5K | Hold |
810
| – | – | 0.02% | 162 |
|
|
2023
Q2 | $41.9K | Hold |
810
| – | – | 0.02% | 168 |
|
|
2023
Q1 | $42.3K | Hold |
810
| – | – | 0.02% | 164 |
|
|
2022
Q4 | $38.6K | Sell |
810
-992
| -55% | -$47.3K | 0.02% | 160 |
|
|
2022
Q3 | $72K | Hold |
1,802
| – | – | 0.04% | 140 |
|
|
2022
Q2 | $77K | Sell |
1,802
-1,440
| -44% | -$61.5K | 0.04% | 143 |
|
|
2022
Q1 | $181K | Sell |
3,242
-855
| -21% | -$47.7K | 0.07% | 119 |
|
|
2021
Q4 | $260K | Sell |
4,097
-3
| -0.1% | -$190 | 0.11% | 108 |
|
|
2021
Q3 | $223K | Sell |
4,100
-280
| -6% | -$15.2K | 0.1% | 102 |
|
|
2021
Q2 | $232K | Hold |
4,380
| – | – | 0.1% | 102 |
|
|
2021
Q1 | $226K | Sell |
4,380
-9,511
| -68% | -$491K | 0.11% | 95 |
|
|
2020
Q4 | $622K | Buy |
13,891
+1,000
| +8% | +$44.8K | 0.33% | 51 |
|
|
2020
Q3 | $508K | Buy |
12,891
+223
| +2% | +$8.79K | 0.32% | 51 |
|
|
2020
Q2 | $591K | Hold |
12,668
| – | – | 0.4% | 40 |
|
|
2020
Q1 | $498K | Buy |
12,668
+415
| +3% | +$16.3K | 0.34% | 36 |
|
|
2019
Q4 | $588K | Sell |
12,253
-1,245
| -9% | -$59.7K | 0.35% | 34 |
|
|
2019
Q3 | $667K | Sell |
13,498
-930
| -6% | -$46K | 0.45% | 20 |
|
|
2019
Q2 | $790K | Sell |
14,428
-500
| -3% | -$27.4K | 0.51% | 18 |
|
|
2019
Q1 | $806K | Sell |
14,928
-1,892
| -11% | -$102K | 0.5% | 16 |
|
|
2018
Q4 | $729K | Sell |
16,820
-325
| -2% | -$14.1K | 0.52% | 18 |
|
|
2018
Q3 | $834K | Buy |
17,145
+1,795
| +12% | +$87.3K | 0.44% | 17 |
|
|
2018
Q2 | $661K | Buy |
15,350
+213
| +1% | +$9.17K | 0.37% | 14 |
|
|
2018
Q1 | $649K | Buy |
15,137
+822
| +6% | +$35.2K | 0.4% | 15 |
|
|
2017
Q4 | $548K | Sell |
14,315
-65
| -0.5% | -$2.49K | 0.33% | 19 |
|
|
2017
Q3 | $484K | Buy |
14,380
+910
| +7% | +$30.6K | 0.29% | 19 |
|
|
2017
Q2 | $422K | Buy |
13,470
+685
| +5% | +$21.5K | 0.27% | 19 |
|
|
2017
Q1 | $432K | Buy |
12,785
+370
| +3% | +$12.5K | 0.26% | 19 |
|
|
2016
Q4 | $375K | Buy |
12,415
+1,050
| +9% | +$31.7K | 0.26% | 19 |
|
|
2016
Q3 | $360K | Buy |
11,365
+342
| +3% | +$10.8K | 0.25% | 19 |
|
|
2016
Q2 | $316K | Buy |
11,023
+2,105
| +24% | +$60.3K | 0.2% | 19 |
|
|
2016
Q1 | $254K | Buy |
8,918
+8,618
| +2,873% | +$245K | 0.18% | 18 |
|
|
2015
Q4 | $8K | Buy |
+300
| New | +$8K | 0.01% | 26 |
|