DWM
Dogwood Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $799K | Buy |
11,646
+11,438
| +5,499% | +$785K | 0.39% | 53 |
|
|
2025
Q1 | $12.8K | Buy |
+208
| New | +$12.8K | 0.01% | 181 |
|
|
2024
Q4 | – | Sell |
-1
| Closed | -$29 | – | 367 |
|
|
2024
Q3 | $29 | Hold |
1
| – | – | ﹤0.01% | 198 |
|
|
2024
Q2 | $25 | Buy |
+1
| New | +$25 | ﹤0.01% | 247 |
|
|
2024
Q1 | – | Sell |
-179
| Closed | -$9.03K | – | 245 |
|
|
2023
Q4 | $9.03K | Buy |
+179
| New | +$9.03K | 0.01% | 174 |
|