CWM
Cornerstone Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Buy |
43,307
+421
| +1% | +$29.2K | 0.18% | 117 |
|
|
2025
Q1 | $2.65M | Buy |
42,886
+489
| +1% | +$30.2K | 0.18% | 119 |
|
|
2024
Q4 | $2.51M | Sell |
42,397
-513
| -1% | -$30.4K | 0.17% | 118 |
|
|
2024
Q3 | $2.28M | Buy |
42,910
+5,603
| +15% | +$298K | 0.16% | 128 |
|
|
2024
Q2 | $1.77M | Sell |
37,307
-746
| -2% | -$35.4K | 0.14% | 143 |
|
|
2024
Q1 | $1.9M | Buy |
38,053
+889
| +2% | +$44.4K | 0.15% | 133 |
|
|
2023
Q4 | $1.88M | Sell |
37,164
-718
| -2% | -$36.3K | 0.16% | 129 |
|
|
2023
Q3 | $2.04M | Buy |
37,882
+7,768
| +26% | +$418K | 0.19% | 117 |
|
|
2023
Q2 | $1.56M | Buy |
30,114
+3,917
| +15% | +$203K | 0.14% | 143 |
|
|
2023
Q1 | $1.37M | Buy |
+26,197
| New | +$1.37M | 0.13% | 141 |
|
|
2022
Q3 | $809K | Buy |
20,232
+8
| +0% | +$320 | 0.09% | 189 |
|
|
2022
Q2 | $862K | Buy |
20,224
+929
| +5% | +$39.6K | 0.1% | 180 |
|
|
2022
Q1 | $1.08M | Buy |
19,295
+186
| +1% | +$10.4K | 0.1% | 168 |
|
|
2021
Q4 | $1.21M | Buy |
19,109
+693
| +4% | +$44K | 0.12% | 162 |
|
|
2021
Q3 | $1M | Sell |
18,416
-93
| -0.5% | -$5.06K | 0.11% | 180 |
|
|
2021
Q2 | $981K | Buy |
18,509
+536
| +3% | +$28.4K | 0.1% | 188 |
|
|
2021
Q1 | $929K | Sell |
17,973
-1,601
| -8% | -$82.8K | 0.11% | 179 |
|
|
2020
Q4 | $876K | Buy |
19,574
+2,285
| +13% | +$102K | 0.11% | 173 |
|
|
2020
Q3 | $681K | Buy |
17,289
+2,858
| +20% | +$113K | 0.1% | 182 |
|
|
2020
Q2 | $673K | Buy |
14,431
+149
| +1% | +$6.95K | 0.11% | 175 |
|
|
2020
Q1 | $561K | Buy |
14,282
+93
| +0.7% | +$3.65K | 0.11% | 182 |
|
|
2019
Q4 | $680K | Sell |
14,189
-209
| -1% | -$10K | 0.11% | 172 |
|
|
2019
Q3 | $711K | Sell |
14,398
-2,610
| -15% | -$129K | 0.13% | 164 |
|
|
2019
Q2 | $927K | Sell |
17,008
-1,282
| -7% | -$69.9K | 0.17% | 131 |
|
|
2019
Q1 | $1.54M | Buy |
18,290
+2,042
| +13% | +$172K | 0.19% | 134 |
|
|
2018
Q4 | $704K | Sell |
16,248
-361,836
| -96% | -$15.7M | 0.15% | 142 |
|
|
2018
Q3 | $11.2M | Sell |
378,084
-311,052
| -45% | -$9.21M | 0.14% | 163 |
|
|
2018
Q2 | $16.1M | Buy |
689,136
+673,779
| +4,387% | +$15.7M | 0.18% | 131 |
|
|
2018
Q1 | $628K | Buy |
15,357
+452
| +3% | +$18.5K | 0.12% | 168 |
|
|
2017
Q4 | $597K | Buy |
14,905
+3,705
| +33% | +$148K | 0.11% | 179 |
|
|
2017
Q3 | $379K | Sell |
11,200
-681
| -6% | -$23K | 0.08% | 251 |
|
|
2017
Q2 | $363K | Buy |
11,881
+286
| +2% | +$8.74K | 0.08% | 235 |
|
|
2017
Q1 | $387K | Sell |
11,595
-4,591
| -28% | -$153K | 0.1% | 208 |
|
|
2016
Q4 | $495K | Sell |
16,186
-3,434
| -18% | -$105K | 0.16% | 131 |
|
|
2016
Q3 | $614K | Buy |
+19,620
| New | +$614K | 0.23% | 93 |
|