CWM
Congress Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.8M | Buy |
530,640
+101,422
| +24% | +$7.04M | 0.36% | 60 |
|
|
2025
Q1 | $26.5M | Buy |
429,218
+44,509
| +12% | +$2.74M | 0.32% | 75 |
|
|
2024
Q4 | $22.8M | Sell |
384,709
-59,562
| -13% | -$3.53M | 0.31% | 83 |
|
|
2024
Q3 | $23.6M | Buy |
444,271
+100,011
| +29% | +$5.32M | 0.32% | 78 |
|
|
2024
Q2 | $16.4M | Buy |
344,260
+94,117
| +38% | +$4.47M | 0.26% | 105 |
|
|
2024
Q1 | $12.5M | Buy |
250,143
+5,972
| +2% | +$298K | 0.22% | 142 |
|
|
2023
Q4 | $12.3M | Buy |
244,171
+7,388
| +3% | +$373K | 0.23% | 130 |
|
|
2023
Q3 | $12.7M | Buy |
236,783
+2,737
| +1% | +$147K | 0.26% | 108 |
|
|
2023
Q2 | $12.1M | Sell |
234,046
-5,337
| -2% | -$276K | 0.28% | 110 |
|
|
2023
Q1 | $12.5M | Buy |
239,383
+15,325
| +7% | +$801K | 0.3% | 90 |
|
|
2022
Q4 | $10.7M | Buy |
224,058
+5,546
| +3% | +$264K | 0.27% | 116 |
|
|
2022
Q3 | $8.74M | Buy |
218,512
+13,710
| +7% | +$548K | 0.24% | 133 |
|
|
2022
Q2 | $8.73M | Sell |
204,802
-3,577
| -2% | -$153K | 0.22% | 134 |
|
|
2022
Q1 | $11.6M | Sell |
208,379
-3,094
| -1% | -$173K | 0.25% | 104 |
|
|
2021
Q4 | $13.4M | Buy |
+211,473
| New | +$13.4M | 0.27% | 99 |
|