EWM
Evergreen Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Sell |
34,672
-7,616
| -18% | -$528K | 1.35% | 25 |
|
|
2025
Q1 | $2.61M | Buy |
42,288
+1,014
| +2% | +$62.6K | 1.56% | 24 |
|
|
2024
Q4 | $2.44M | Buy |
41,274
+46
| +0.1% | +$2.72K | 1.44% | 26 |
|
|
2024
Q3 | $2.19M | Buy |
41,228
+11,848
| +40% | +$631K | 1.32% | 28 |
|
|
2024
Q2 | $1.4M | Hold |
29,380
| – | – | 0.92% | 40 |
|
|
2024
Q1 | $1.47M | Hold |
29,380
| – | – | 0.99% | 36 |
|
|
2023
Q4 | $1.48M | Buy |
29,380
+509
| +2% | +$25.7K | 1.09% | 33 |
|
|
2023
Q3 | $1.55M | Buy |
28,871
+402
| +1% | +$21.6K | 1.23% | 30 |
|
|
2023
Q2 | $1.47M | Buy |
28,469
+325
| +1% | +$16.8K | 1.15% | 34 |
|
|
2023
Q1 | $1.47M | Buy |
28,144
+28
| +0.1% | +$1.46K | 1.31% | 32 |
|
|
2022
Q4 | $1.34M | Buy |
+28,116
| New | +$1.34M | 1.23% | 31 |
|