CWP
Cyndeo Wealth Partners’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
27,297
+12,949
| +90% | +$898K | 0.11% | 166 |
|
|
2025
Q1 | $885K | Sell |
14,348
-373
| -3% | -$23K | 0.06% | 232 |
|
|
2024
Q4 | $872K | Sell |
14,721
-3,290
| -18% | -$195K | 0.06% | 232 |
|
|
2024
Q3 | $959K | Sell |
18,011
-67
| -0.4% | -$3.57K | 0.07% | 219 |
|
|
2024
Q2 | $859K | Sell |
18,078
-11,087
| -38% | -$527K | 0.07% | 223 |
|
|
2024
Q1 | $1.46M | Sell |
29,165
-80
| -0.3% | -$3.99K | 0.12% | 174 |
|
|
2023
Q4 | $1.48M | Sell |
29,245
-228
| -0.8% | -$11.5K | 0.14% | 164 |
|
|
2023
Q3 | $1.58M | Buy |
29,473
+2,623
| +10% | +$141K | 0.17% | 144 |
|
|
2023
Q2 | $1.39M | Sell |
26,850
-41,527
| -61% | -$2.15M | 0.15% | 147 |
|
|
2023
Q1 | $3.57M | Sell |
68,377
-33,859
| -33% | -$1.77M | 0.39% | 85 |
|
|
2022
Q4 | $4.87M | Buy |
+102,236
| New | +$4.87M | 0.57% | 58 |
|