CWA
CM Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $896K | Sell |
12,919
-2,504
| -16% | -$174K | 0.26% | 30 |
|
|
2025
Q1 | $952K | Hold |
15,423
| – | – | 0.3% | 29 |
|
|
2024
Q4 | $913K | Hold |
15,423
| – | – | 0.3% | 29 |
|
|
2024
Q3 | $821K | Buy |
15,423
+2,000
| +15% | +$106K | 0.27% | 34 |
|
|
2024
Q2 | $638K | Buy |
13,423
+1,099
| +9% | +$52.2K | 0.3% | 32 |
|
|
2024
Q1 | $583K | Sell |
12,324
-53
| -0.4% | -$2.51K | 0.17% | 68 |
|
|
2023
Q4 | $625K | Hold |
12,377
| – | – | 0.27% | 34 |
|
|
2023
Q3 | $658K | Buy |
12,377
+7,090
| +134% | +$377K | 0.25% | 31 |
|
|
2023
Q2 | $275K | Sell |
5,287
-7,282
| -58% | -$379K | 0.09% | 115 |
|
|
2023
Q1 | $585K | Buy |
12,569
+192
| +2% | +$8.94K | 0.11% | 230 |
|
|
2022
Q4 | $590K | Hold |
12,377
| – | – | 0.3% | 35 |
|
|
2022
Q3 | $495M | Hold |
12,377
| – | – | 0.27% | 37 |
|
|
2022
Q2 | $528K | Buy |
+12,377
| New | +$528K | 0.32% | 38 |
|