CWP
Curated Wealth Partners’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,959
| Closed | -$244K | – | 162 |
|
|
2025
Q1 | $244K | Buy |
+3,959
| New | +$244K | 0.03% | 137 |
|
|
2023
Q4 | – | Sell |
-3,970
| Closed | -$213K | – | 143 |
|
|
2023
Q3 | $213K | Hold |
3,970
| – | – | 0.04% | 124 |
|
|
2023
Q2 | $205K | Hold |
3,970
| – | – | 0.04% | 130 |
|
|
2023
Q1 | $208K | Buy |
+3,970
| New | +$208K | 0.05% | 121 |
|