Dynamic Wealth Strategies’s Cisco CSCO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$140K Sell
2,024
-72
-3% -$5K 0.1% 84
2025
Q1
$129K Buy
+2,096
New +$129K 0.11% 89
2024
Q4
Sell
-2,778
Closed -$148K 103
2024
Q3
$148K Sell
2,778
-396
-12% -$21.1K 0.12% 84
2024
Q2
$151K Buy
3,174
+27
+0.9% +$1.28K 0.13% 82
2024
Q1
$157K Buy
3,147
+111
+4% +$5.54K 0.13% 79
2023
Q4
$153K Buy
+3,036
New +$153K 0.14% 73