GWM
Gray Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $211K | Sell |
3,561
-385
| -10% | -$22.8K | 0.08% | 126 |
|
|
2024
Q3 | $210K | Buy |
+3,946
| New | +$210K | 0.08% | 132 |
|
|
2024
Q1 | – | Sell |
-3,974
| Closed | -$201K | – | 137 |
|
|
2023
Q4 | $201K | Sell |
3,974
-132
| -3% | -$6.67K | 0.1% | 127 |
|
|
2023
Q3 | $221K | Buy |
4,106
+163
| +4% | +$8.76K | 0.11% | 111 |
|
|
2023
Q2 | $204K | Buy |
+3,943
| New | +$204K | 0.1% | 127 |
|
|
2022
Q2 | – | Sell |
-4,233
| Closed | -$236K | – | 114 |
|
|
2022
Q1 | $236K | Buy |
4,233
+5
| +0.1% | +$279 | 0.12% | 107 |
|
|
2021
Q4 | $268K | Buy |
4,228
+4
| +0.1% | +$254 | 0.13% | 101 |
|
|
2021
Q3 | $230K | Sell |
4,224
-145
| -3% | -$7.9K | 0.13% | 106 |
|
|
2021
Q2 | $232K | Sell |
4,369
-126
| -3% | -$6.69K | 0.13% | 101 |
|
|
2021
Q1 | $232K | Buy |
+4,495
| New | +$232K | 0.15% | 99 |
|