CWP
Core Wealth Partners’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
16,022
-553
| -3% | -$38.4K | 0.56% | 49 |
|
|
2025
Q1 | $1.02M | Sell |
16,575
-3,119
| -16% | -$192K | 0.59% | 42 |
|
|
2024
Q4 | $1.17M | Sell |
19,694
-4
| -0% | -$237 | 0.67% | 42 |
|
|
2024
Q3 | $1.05M | Buy |
19,698
+3,685
| +23% | +$196K | 0.64% | 39 |
|
|
2024
Q2 | $761K | Buy |
16,013
+7,553
| +89% | +$359K | 0.52% | 45 |
|
|
2024
Q1 | $422K | Sell |
8,460
-654
| -7% | -$32.6K | 0.32% | 66 |
|
|
2023
Q4 | $460K | Buy |
9,114
+102
| +1% | +$5.15K | 0.38% | 56 |
|
|
2023
Q3 | $484K | Hold |
9,012
| – | – | 0.44% | 50 |
|
|
2023
Q2 | $466K | Sell |
9,012
-260
| -3% | -$13.5K | 0.43% | 57 |
|
|
2023
Q1 | $485K | Sell |
9,272
-13,479
| -59% | -$705K | 0.49% | 52 |
|
|
2022
Q4 | $4.68M | Buy |
+22,751
| New | +$4.68M | 5.27% | 1 |
|