GWM
Guardian Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,942
| Closed | -$120K | – | 97 |
|
|
2025
Q1 | $120K | Sell |
1,942
-192
| -9% | -$11.9K | 0.08% | 75 |
|
|
2024
Q4 | $126K | Buy |
2,134
+3
| +0.1% | +$178 | 0.09% | 77 |
|
|
2024
Q3 | $113K | Buy |
2,131
+4
| +0.2% | +$213 | 0.08% | 81 |
|
|
2024
Q2 | $101K | Sell |
2,127
-678
| -24% | -$32.2K | 0.08% | 82 |
|
|
2024
Q1 | $140K | Sell |
2,805
-141
| -5% | -$7.04K | 0.11% | 73 |
|
|
2023
Q4 | $149K | Buy |
2,946
+10
| +0.3% | +$505 | 0.13% | 72 |
|
|
2023
Q3 | $158K | Buy |
2,936
+9
| +0.3% | +$484 | 0.15% | 72 |
|
|
2023
Q2 | $151K | Sell |
2,927
-149
| -5% | -$7.71K | 0.14% | 70 |
|
|
2023
Q1 | $161K | Sell |
3,076
-386
| -11% | -$20.2K | 0.15% | 77 |
|
|
2022
Q4 | $165K | Sell |
3,462
-173
| -5% | -$8.24K | 0.16% | 82 |
|
|
2022
Q3 | $145K | Sell |
3,635
-307
| -8% | -$12.2K | 0.16% | 77 |
|
|
2022
Q2 | $168K | Buy |
3,942
+7
| +0.2% | +$298 | 0.18% | 75 |
|
|
2022
Q1 | $219K | Buy |
3,935
+7
| +0.2% | +$390 | 0.22% | 75 |
|
|
2021
Q4 | $249K | Buy |
+3,928
| New | +$249K | 0.24% | 71 |
|