DWP
Destiny Wealth Partners’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
+4,420
| New | +$307K | 0.04% | 157 |
|
|
2023
Q4 | – | Sell |
-3,802
| Closed | -$204K | – | 161 |
|
|
2023
Q3 | $204K | Buy |
+3,802
| New | +$204K | 0.04% | 159 |
|
|
2023
Q2 | – | Sell |
-4,303
| Closed | -$225K | – | 175 |
|
|
2023
Q1 | $225K | Buy |
4,303
+309
| +8% | +$16.2K | 0.05% | 175 |
|
|
2022
Q4 | $190K | Buy |
3,994
+356
| +10% | +$17K | 0.04% | 181 |
|
|
2022
Q3 | $146K | Hold |
3,638
| – | – | 0.03% | 198 |
|
|
2022
Q2 | $155K | Buy |
3,638
+675
| +23% | +$28.8K | 0.03% | 205 |
|
|
2022
Q1 | $165K | Buy |
2,963
+89
| +3% | +$4.96K | 0.03% | 175 |
|
|
2021
Q4 | $182K | Hold |
2,874
| – | – | 0.04% | 185 |
|
|
2021
Q3 | $156K | Buy |
+2,874
| New | +$156K | 0.03% | 183 |
|
|
2021
Q2 | – | Sell |
-2,874
| Closed | -$149K | – | 246 |
|
|
2021
Q1 | $149K | Sell |
2,874
-33
| -1% | -$1.71K | 0.03% | 186 |
|
|
2020
Q4 | $130K | Buy |
+2,907
| New | +$130K | 0.03% | 232 |
|