CM Wealth Advisors’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $896K | Sell |
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|
2025
Q1 | $952K | Hold |
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|
2024
Q4 | $913K | Hold |
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|
2024
Q3 | $821K | Buy |
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|
2024
Q2 | $638K | Buy |
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|
2024
Q1 | $583K | Sell |
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|
2023
Q4 | $625K | Hold |
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|
2023
Q3 | $658K | Buy |
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|
2023
Q2 | $275K | Sell |
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|
2023
Q1 | $585K | Buy |
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|
2022
Q4 | $590K | Hold |
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|
2022
Q3 | $495M | Hold |
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|
2022
Q2 | $528K | Buy |
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