HWMO
Heritage Wealth Management (Ohio)’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.09M | Sell |
59,014
-1,357
| -2% | -$94.1K | 1.33% | 12 |
|
|
2025
Q1 | $3.73M | Sell |
60,371
-469
| -0.8% | -$28.9K | 1.27% | 15 |
|
|
2024
Q4 | $3.6M | Sell |
60,840
-159
| -0.3% | -$9.41K | 1.2% | 15 |
|
|
2024
Q3 | $3.25M | Sell |
60,999
-2,323
| -4% | -$124K | 1.06% | 16 |
|
|
2024
Q2 | $2.95M | Buy |
+63,322
| New | +$2.95M | 0.99% | 20 |
|