FW
FirstPurpose Wealth’s Cisco CSCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $850K | Buy |
17,269
+64
| +0.4% | +$3.15K | 0.31% | 61 |
|
2023
Q4 | $869K | Buy |
17,205
+180
| +1% | +$9.09K | 0.33% | 53 |
|
2023
Q3 | $915K | Sell |
17,025
-2,105
| -11% | -$113K | 0.4% | 45 |
|
2023
Q2 | $990K | Buy |
19,130
+429
| +2% | +$22.2K | 0.42% | 43 |
|
2023
Q1 | $978K | Buy |
18,701
+2,377
| +15% | +$124K | 0.48% | 37 |
|
2022
Q4 | $778K | Buy |
16,324
+2,586
| +19% | +$123K | 0.43% | 39 |
|
2022
Q3 | $550K | Buy |
13,738
+2,080
| +18% | +$83.3K | 0.36% | 53 |
|
2022
Q2 | $497K | Buy |
11,658
+3,673
| +46% | +$157K | 0.33% | 53 |
|
2022
Q1 | $445K | Sell |
7,985
-1,813
| -19% | -$101K | 0.35% | 58 |
|
2021
Q4 | $621K | Buy |
+9,798
| New | +$621K | 0.39% | 47 |
|