EWM
EPG Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
26,150
+182
| +0.7% | +$12.6K | 0.54% | 48 |
|
|
2025
Q1 | $1.6M | Buy |
25,968
+299
| +1% | +$18.5K | 0.45% | 60 |
|
|
2024
Q4 | $1.52M | Sell |
25,669
-428
| -2% | -$25.3K | 0.4% | 66 |
|
|
2024
Q3 | $1.39M | Buy |
+26,097
| New | +$1.39M | 0.35% | 77 |
|
|
2024
Q2 | – | Sell |
-27,460
| Closed | -$1.37M | – | 87 |
|
|
2024
Q1 | $1.37M | Buy |
27,460
+8
| +0% | +$399 | 0.34% | 77 |
|
|
2023
Q4 | $1.36M | Buy |
27,452
+784
| +3% | +$38.9K | 0.36% | 73 |
|
|
2023
Q3 | $1.43M | Sell |
26,668
-564
| -2% | -$30.3K | 0.43% | 57 |
|
|
2023
Q2 | $1.41M | Buy |
27,232
+398
| +1% | +$20.6K | 0.42% | 62 |
|
|
2023
Q1 | $1.4M | Buy |
26,834
+6,109
| +29% | +$319K | 0.44% | 56 |
|
|
2022
Q4 | $987K | Buy |
20,725
+295
| +1% | +$14.1K | 0.38% | 64 |
|
|
2022
Q3 | $817K | Buy |
20,430
+983
| +5% | +$39.3K | 0.34% | 72 |
|
|
2022
Q2 | $829K | Sell |
19,447
-630
| -3% | -$26.9K | 0.35% | 68 |
|
|
2022
Q1 | $1.12M | Buy |
20,077
+1,942
| +11% | +$108K | 0.39% | 57 |
|
|
2021
Q4 | $1.15M | Buy |
18,135
+1,573
| +9% | +$99.7K | 0.4% | 51 |
|
|
2021
Q3 | $901K | Buy |
16,562
+1,526
| +10% | +$83K | 0.36% | 61 |
|
|
2021
Q2 | $797K | Buy |
15,036
+780
| +5% | +$41.3K | 0.34% | 71 |
|
|
2021
Q1 | $737K | Buy |
14,256
+673
| +5% | +$34.8K | 0.36% | 64 |
|
|
2020
Q4 | $608K | Buy |
13,583
+2,129
| +19% | +$95.3K | 0.37% | 60 |
|
|
2020
Q3 | $451K | Sell |
11,454
-813
| -7% | -$32K | 0.33% | 69 |
|
|
2020
Q2 | $572K | Sell |
12,267
-1,121
| -8% | -$52.3K | 0.41% | 59 |
|
|
2020
Q1 | $526K | Buy |
13,388
+808
| +6% | +$31.7K | 0.39% | 56 |
|
|
2019
Q4 | $603K | Buy |
+12,580
| New | +$603K | 0.44% | 44 |
|