HWM
HighMark Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Buy |
1,697
+754
| +80% | +$52.3K | 0.06% | 104 |
|
|
2025
Q1 | $58.2K | Sell |
943
-10
| -1% | -$617 | 0.03% | 119 |
|
|
2024
Q4 | $56.4K | Sell |
953
-684
| -42% | -$40.5K | 0.03% | 119 |
|
|
2024
Q3 | $87.1K | Buy |
1,637
+227
| +16% | +$12.1K | 0.05% | 112 |
|
|
2024
Q2 | $67K | Buy |
1,410
+206
| +17% | +$9.79K | 0.04% | 118 |
|
|
2024
Q1 | $60.1K | Sell |
1,204
-94
| -7% | -$4.69K | 0.04% | 122 |
|
|
2023
Q4 | $65.6K | Sell |
1,298
-23
| -2% | -$1.16K | 0.05% | 115 |
|
|
2023
Q3 | $71K | Buy |
1,321
+134
| +11% | +$7.2K | 0.06% | 98 |
|
|
2023
Q2 | $61.4K | Buy |
1,187
+272
| +30% | +$14.1K | 0.05% | 107 |
|
|
2023
Q1 | $47.9K | Buy |
915
+6
| +0.7% | +$314 | 0.04% | 140 |
|
|
2022
Q4 | $43.3K | Buy |
909
+6
| +0.7% | +$286 | 0.03% | 113 |
|
|
2022
Q3 | $36K | Buy |
903
+7
| +0.8% | +$279 | 0.03% | 115 |
|
|
2022
Q2 | $38K | Sell |
896
-3
| -0.3% | -$127 | 0.03% | 115 |
|
|
2022
Q1 | $50K | Buy |
899
+5
| +0.6% | +$278 | 0.03% | 108 |
|
|
2021
Q4 | $57K | Buy |
894
+5
| +0.6% | +$319 | 0.04% | 107 |
|
|
2021
Q3 | $48K | Sell |
889
-9
| -1% | -$486 | 0.04% | 115 |
|
|
2021
Q2 | $48K | Sell |
898
-27
| -3% | -$1.44K | 0.04% | 117 |
|
|
2021
Q1 | $48K | Sell |
925
-176
| -16% | -$9.13K | 0.04% | 103 |
|
|
2020
Q4 | $49K | Sell |
1,101
-29
| -3% | -$1.29K | 0.04% | 97 |
|
|
2020
Q3 | $46K | Sell |
1,130
-17
| -1% | -$692 | 0.04% | 110 |
|
|
2020
Q2 | $53K | Buy |
1,147
+149
| +15% | +$6.89K | 0.06% | 76 |
|
|
2020
Q1 | $39K | Sell |
998
-159
| -14% | -$6.21K | 0.05% | 76 |
|
|
2019
Q4 | $55K | Buy |
+1,157
| New | +$55K | 0.06% | 79 |
|