CWM
Compass Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.17M | Sell |
74,558
-3,153
| -4% | -$219K | 1.23% | 27 |
|
|
2025
Q1 | $4.8M | Sell |
77,711
-2,832
| -4% | -$175K | 1.22% | 28 |
|
|
2024
Q4 | $4.77M | Buy |
80,543
+9,254
| +13% | +$548K | 1.15% | 26 |
|
|
2024
Q3 | $3.79M | Sell |
71,289
-682
| -0.9% | -$36.3K | 0.89% | 43 |
|
|
2024
Q2 | $3.42M | Sell |
71,971
-2,465
| -3% | -$117K | 0.84% | 43 |
|
|
2024
Q1 | $3.72M | Sell |
74,436
-5,173
| -6% | -$258K | 0.93% | 40 |
|
|
2023
Q4 | $4.02M | Sell |
79,609
-1,692
| -2% | -$85.5K | 1.12% | 30 |
|
|
2023
Q3 | $4.37M | Sell |
81,301
-865
| -1% | -$46.5K | 1.37% | 18 |
|
|
2023
Q2 | $4.25M | Sell |
82,166
-151
| -0.2% | -$7.81K | 1.28% | 25 |
|
|
2023
Q1 | $4.3M | Buy |
82,317
+50
| +0.1% | +$2.61K | 1.37% | 21 |
|
|
2022
Q4 | $3.92M | Buy |
+82,267
| New | +$3.92M | 1.28% | 25 |
|