EWS
Evergreen Wealth Solutions’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
18,047
+529
| +3% | +$36.7K | 0.75% | 31 |
|
|
2025
Q1 | $1.08M | Sell |
17,518
-2,730
| -13% | -$168K | 0.73% | 27 |
|
|
2024
Q4 | $1.2M | Buy |
20,248
+1,944
| +11% | +$115K | 0.84% | 22 |
|
|
2024
Q3 | $974K | Sell |
18,304
-4,162
| -19% | -$221K | 0.66% | 24 |
|
|
2024
Q2 | $1.07M | Sell |
22,466
-2,475
| -10% | -$118K | 0.76% | 25 |
|
|
2024
Q1 | $1.24M | Sell |
24,941
-1,438
| -5% | -$71.8K | 0.92% | 25 |
|
|
2023
Q4 | $1.33M | Sell |
26,379
-1,111
| -4% | -$56.1K | 1.14% | 23 |
|
|
2023
Q3 | $1.48M | Sell |
27,490
-1,315
| -5% | -$70.7K | 1.49% | 15 |
|
|
2023
Q2 | $1.49M | Buy |
28,805
+637
| +2% | +$33K | 1.5% | 16 |
|
|
2023
Q1 | $1.47M | Buy |
28,168
+1,811
| +7% | +$94.6K | 1.7% | 14 |
|
|
2022
Q4 | $1.26M | Buy |
26,357
+643
| +3% | +$30.6K | 1.66% | 19 |
|
|
2022
Q3 | $1.03M | Sell |
25,714
-1,381
| -5% | -$55.3K | 1.46% | 24 |
|
|
2022
Q2 | $1.16M | Sell |
27,095
-919
| -3% | -$39.2K | 1.42% | 23 |
|
|
2022
Q1 | $1.56M | Sell |
28,014
-328
| -1% | -$18.3K | 1.51% | 14 |
|
|
2021
Q4 | $1.8M | Buy |
+28,342
| New | +$1.8M | 1.63% | 13 |
|