FWA
FSM Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
17,941
+3,385
| +23% | +$233K | 0.2% | 73 |
|
|
2025
Q1 | $898K | Buy |
14,556
+899
| +7% | +$55.5K | 0.2% | 69 |
|
|
2024
Q4 | $817K | Buy |
13,657
+382
| +3% | +$22.9K | 0.2% | 70 |
|
|
2024
Q3 | $707K | Buy |
13,275
+1,306
| +11% | +$69.5K | 0.19% | 73 |
|
|
2024
Q2 | $569K | Sell |
11,969
-73
| -0.6% | -$3.47K | 0.19% | 80 |
|
|
2024
Q1 | $601K | Buy |
12,042
+568
| +5% | +$28.3K | 0.21% | 76 |
|
|
2023
Q4 | $580K | Sell |
11,474
-431
| -4% | -$21.8K | 0.25% | 73 |
|
|
2023
Q3 | $640K | Sell |
11,905
-3,027
| -20% | -$163K | 0.32% | 64 |
|
|
2023
Q2 | $778K | Buy |
14,932
+1,052
| +8% | +$54.8K | 0.39% | 54 |
|
|
2023
Q1 | $726K | Sell |
13,880
-183
| -1% | -$9.57K | 0.42% | 55 |
|
|
2022
Q4 | $670K | Sell |
14,063
-1,962
| -12% | -$93.5K | 0.48% | 53 |
|
|
2022
Q3 | $641K | Buy |
16,025
+2,779
| +21% | +$111K | 0.53% | 48 |
|
|
2022
Q2 | $596K | Buy |
+13,246
| New | +$596K | 0.59% | 48 |
|