GWM

Grand Wealth Management’s Cisco CSCO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,103	Closed	-$258K	–	73
2023 Q4	$258K	Buy	+5,103	New	+$258K	0.14%	38
2022 Q1	–	Sell	-3,228	Closed	-$205K	–	59
2021 Q4	$205K	Buy	+3,228	New	+$205K	0.09%	33