DWM
Diversify Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.68M | Buy |
93,575
+6,414
| +7% | +$458K | 0.41% | 57 |
|
|
2025
Q1 | $5M | Buy |
87,161
+4,163
| +5% | +$239K | 0.37% | 66 |
|
|
2024
Q4 | $4.88M | Buy |
82,998
+27,175
| +49% | +$1.6M | 0.38% | 65 |
|
|
2024
Q3 | $3.14M | Buy |
55,823
+2,732
| +5% | +$154K | 0.3% | 84 |
|
|
2024
Q2 | $2.38M | Buy |
+53,091
| New | +$2.38M | 0.3% | 84 |
|