FWM
Finer Wealth Management’s Cisco CSCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.11M | Sell |
16,021
-359
| -2% | -$24.9K | 0.59% | 35 |
|
2025
Q1 | $1.01M | Hold |
16,380
| – | – | 0.61% | 36 |
|
2024
Q4 | $970K | Hold |
16,380
| – | – | 0.56% | 39 |
|
2024
Q3 | $872K | Buy |
16,380
+2,475
| +18% | +$132K | 0.54% | 39 |
|
2024
Q2 | $661K | Sell |
13,905
-4,136
| -23% | -$197K | 0.43% | 45 |
|
2024
Q1 | $900K | Sell |
18,041
-125
| -0.7% | -$6.24K | 0.59% | 37 |
|
2023
Q4 | $918K | Sell |
18,166
-3
| -0% | -$152 | 0.68% | 36 |
|
2023
Q3 | $977K | Sell |
18,169
-1,091
| -6% | -$58.7K | 0.78% | 34 |
|
2023
Q2 | $997K | Sell |
19,260
-149
| -0.8% | -$7.71K | 0.78% | 32 |
|
2023
Q1 | $1.01M | Buy |
19,409
+1,503
| +8% | +$78.6K | 0.86% | 32 |
|
2022
Q4 | $853K | Buy |
17,906
+219
| +1% | +$10.4K | 0.8% | 34 |
|
2022
Q3 | $707K | Sell |
17,687
-2,004
| -10% | -$80.1K | 0.7% | 39 |
|
2022
Q2 | $840K | Buy |
19,691
+1,239
| +7% | +$52.9K | 0.77% | 37 |
|
2022
Q1 | $1.03M | Sell |
18,452
-220
| -1% | -$12.3K | 0.84% | 36 |
|
2021
Q4 | $1.18M | Buy |
+18,672
| New | +$1.18M | 0.98% | 34 |
|