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 |
|