FWM
Fingerlakes Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Buy |
4,514
+172
| +4% | +$11.9K | 0.23% | 78 |
|
|
2025
Q1 | $268K | Sell |
4,342
-569
| -12% | -$35.1K | 0.23% | 77 |
|
|
2024
Q4 | $291K | Sell |
4,911
-583
| -11% | -$34.5K | 0.23% | 74 |
|
|
2024
Q3 | $292K | Buy |
5,494
+45
| +0.8% | +$2.4K | 0.24% | 75 |
|
|
2024
Q2 | $259K | Sell |
5,449
-136
| -2% | -$6.46K | 0.23% | 79 |
|
|
2024
Q1 | $279K | Buy |
5,585
+245
| +5% | +$12.2K | 0.27% | 76 |
|
|
2023
Q4 | $270K | Sell |
5,340
-34
| -0.6% | -$1.72K | 0.29% | 75 |
|
|
2023
Q3 | $289K | Sell |
5,374
-142
| -3% | -$7.63K | 0.35% | 69 |
|
|
2023
Q2 | $285K | Sell |
5,516
-342
| -6% | -$17.7K | 0.33% | 74 |
|
|
2023
Q1 | $306K | Buy |
5,858
+22
| +0.4% | +$1.15K | 0.38% | 72 |
|
|
2022
Q4 | $278K | Buy |
5,836
+45
| +0.8% | +$2.14K | 0.38% | 74 |
|
|
2022
Q3 | $232K | Sell |
5,791
-506
| -8% | -$20.3K | 0.34% | 78 |
|
|
2022
Q2 | $269K | Sell |
6,297
-399
| -6% | -$17K | 0.37% | 74 |
|
|
2022
Q1 | $373K | Buy |
6,696
+42
| +0.6% | +$2.34K | 0.44% | 63 |
|
|
2021
Q4 | $421K | Buy |
+6,654
| New | +$421K | 0.47% | 59 |
|