Gentry Private Wealth’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $679K | Buy |
9,785
+75
| +0.8% | +$5.2K | 0.52% | 30 |
|
2025
Q1 | $599K | Buy |
+9,710
| New | +$599K | 0.49% | 31 |
|
2024
Q4 | – | Sell |
-8,838
| Closed | -$470K | – | 43 |
|
2024
Q3 | $470K | Sell |
8,838
-175
| -2% | -$9.31K | 0.38% | 43 |
|
2024
Q2 | $428K | Buy |
+9,013
| New | +$428K | 0.38% | 41 |
|