GWA
GGM Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $355K | Buy |
6,249
+10
| +0.2% | +$568 | 0.2% | 91 |
|
|
2024
Q4 | $369K | Sell |
6,239
-3,896
| -38% | -$231K | 0.19% | 93 |
|
|
2024
Q3 | $539K | Sell |
10,135
-116
| -1% | -$6.17K | 0.23% | 76 |
|
|
2024
Q2 | $487K | Buy |
10,251
+248
| +2% | +$11.8K | 0.22% | 78 |
|
|
2024
Q1 | $500K | Sell |
10,003
-3,000
| -23% | -$150K | 0.23% | 74 |
|
|
2023
Q4 | $678K | Buy |
13,003
+36
| +0.3% | +$1.88K | 0.28% | 69 |
|
|
2023
Q3 | $697K | Buy |
12,967
+18
| +0.1% | +$968 | 0.3% | 61 |
|
|
2023
Q2 | $675K | Buy |
12,949
+89
| +0.7% | +$4.64K | 0.27% | 64 |
|
|
2023
Q1 | $672K | Buy |
12,860
+18
| +0.1% | +$941 | 0.38% | 42 |
|
|
2022
Q4 | $621K | Sell |
12,842
-12
| -0.1% | -$580 | 0.32% | 64 |
|
|
2022
Q3 | $570K | Buy |
12,854
+1,944
| +18% | +$86.2K | 0.31% | 65 |
|
|
2022
Q2 | $467K | Buy |
10,910
+5
| +0% | +$214 | 0.26% | 73 |
|
|
2022
Q1 | $565K | Buy |
10,905
+6,384
| +141% | +$331K | 0.28% | 72 |
|
|
2021
Q4 | $281K | Buy |
4,521
+4
| +0.1% | +$249 | 0.22% | 78 |
|
|
2021
Q3 | $249K | Buy |
4,517
+4
| +0.1% | +$221 | 0.2% | 81 |
|
|
2021
Q2 | $242K | Hold |
4,513
| – | – | 0.21% | 78 |
|
|
2021
Q1 | $229K | Buy |
+4,513
| New | +$229K | 0.18% | 77 |
|