GWM
Gitterman Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Buy |
7,216
+3,776
| +110% | +$262K | 0.12% | 46 |
|
|
2025
Q1 | $212K | Hold |
3,440
| – | – | 0.06% | 112 |
|
|
2024
Q4 | $204K | Buy |
+3,440
| New | +$204K | 0.09% | 120 |
|
|
2023
Q1 | – | Sell |
-10,268
| Closed | -$489K | – | 91 |
|
|
2022
Q4 | $489K | Buy |
+10,268
| New | +$489K | 0.25% | 20 |
|
|
2022
Q3 | – | Sell |
-8,176
| Closed | -$345K | – | 76 |
|
|
2022
Q2 | $345K | Buy |
8,176
+3,545
| +77% | +$150K | 0.32% | 36 |
|
|
2022
Q1 | $258K | Sell |
4,631
-1,974
| -30% | -$110K | 0.21% | 64 |
|
|
2021
Q4 | $418K | Buy |
6,605
+611
| +10% | +$38.7K | 0.31% | 39 |
|
|
2021
Q3 | $326K | Buy |
+5,994
| New | +$326K | 0.26% | 38 |
|