CWP
CFM Wealth Partners’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547K | Hold |
7,878
| – | – | 0.09% | 93 |
|
|
2025
Q1 | $486K | Hold |
7,878
| – | – | 0.09% | 97 |
|
|
2024
Q4 | $466K | Sell |
7,878
-82
| -1% | -$4.85K | 0.08% | 98 |
|
|
2024
Q3 | $424K | Sell |
7,960
-681
| -8% | -$36.2K | 0.07% | 107 |
|
|
2024
Q2 | $411K | Hold |
8,641
| – | – | 0.08% | 109 |
|
|
2024
Q1 | $431K | Sell |
8,641
-922
| -10% | -$46K | 0.09% | 112 |
|
|
2023
Q4 | $483K | Sell |
9,563
-448
| -4% | -$22.6K | 0.11% | 114 |
|
|
2023
Q3 | $538K | Buy |
10,011
+378
| +4% | +$20.3K | 0.14% | 92 |
|
|
2023
Q2 | $498K | Sell |
9,633
-55
| -0.6% | -$2.85K | 0.12% | 116 |
|
|
2023
Q1 | $506K | Buy |
9,688
+73
| +0.8% | +$3.82K | 0.14% | 106 |
|
|
2022
Q4 | $458K | Sell |
9,615
-397
| -4% | -$18.9K | 0.14% | 114 |
|
|
2022
Q3 | $400K | Hold |
10,012
| – | – | 0.13% | 114 |
|
|
2022
Q2 | $427K | Sell |
10,012
-255
| -2% | -$10.9K | 0.13% | 117 |
|
|
2022
Q1 | $572K | Hold |
10,267
| – | – | 0.14% | 104 |
|
|
2021
Q4 | $648K | Hold |
10,267
| – | – | 0.14% | 103 |
|
|
2021
Q3 | $558K | Buy |
10,267
+351
| +4% | +$19.1K | 0.14% | 104 |
|
|
2021
Q2 | $526K | Buy |
9,916
+96
| +1% | +$5.09K | 0.14% | 100 |
|
|
2021
Q1 | $508K | Buy |
9,820
+1,346
| +16% | +$69.6K | 0.15% | 96 |
|
|
2020
Q4 | $379K | Buy |
8,474
+21
| +0.2% | +$939 | 0.12% | 105 |
|
|
2020
Q3 | $332K | Buy |
8,453
+3,117
| +58% | +$122K | 0.12% | 103 |
|
|
2020
Q2 | $248K | Buy |
5,336
+743
| +16% | +$34.5K | 0.09% | 126 |
|
|
2020
Q1 | $181K | Buy |
4,593
+816
| +22% | +$32.2K | 0.08% | 135 |
|
|
2019
Q4 | $185K | Buy |
+3,777
| New | +$185K | 0.07% | 153 |
|