FWM
Fonville Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Buy |
5,023
+379
| +8% | +$26.3K | 0.09% | 95 |
|
|
2025
Q1 | $284K | Sell |
4,644
-39
| -0.8% | -$2.39K | 0.08% | 98 |
|
|
2024
Q4 | $277K | Hold |
4,683
| – | – | 0.09% | 92 |
|
|
2024
Q3 | $249K | Buy |
4,683
+135
| +3% | +$7.19K | 0.09% | 103 |
|
|
2024
Q2 | $216K | Buy |
+4,548
| New | +$216K | 0.09% | 94 |
|