CTWM
Cherry Tree Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103K | Sell |
1,480
-76
| -5% | -$5.27K | 0.02% | 212 |
|
|
2025
Q1 | $96K | Buy |
1,556
+65
| +4% | +$4.01K | 0.02% | 213 |
|
|
2024
Q4 | $88.3K | Hold |
1,491
| – | – | 0.02% | 221 |
|
|
2024
Q3 | $79.4K | Hold |
1,491
| – | – | 0.02% | 232 |
|
|
2024
Q2 | $70.8K | Buy |
1,491
+11
| +0.7% | +$523 | 0.02% | 231 |
|
|
2024
Q1 | $73.9K | Hold |
1,480
| – | – | 0.02% | 227 |
|
|
2023
Q4 | $74.8K | Buy |
1,480
+170
| +13% | +$8.59K | 0.02% | 217 |
|
|
2023
Q3 | $70.4K | Sell |
1,310
-680
| -34% | -$36.6K | 0.02% | 211 |
|
|
2023
Q2 | $103K | Buy |
+1,990
| New | +$103K | 0.03% | 186 |
|