HP
Holistic Planning’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Buy |
9,795
+2,720
| +38% | +$189K | 0.19% | 90 |
|
|
2025
Q1 | $437K | Buy |
7,075
+112
| +2% | +$6.91K | 0.15% | 113 |
|
|
2024
Q4 | $412K | Sell |
6,963
-14
| -0.2% | -$829 | 0.15% | 107 |
|
|
2024
Q3 | $371K | Buy |
6,977
+773
| +12% | +$41.1K | 0.16% | 99 |
|
|
2024
Q2 | $310K | Hold |
6,204
| – | – | 0.24% | 82 |
|
|
2024
Q1 | $310K | Buy |
6,204
+209
| +3% | +$10.4K | 0.24% | 82 |
|
|
2023
Q4 | $303K | Buy |
+5,995
| New | +$303K | 0.26% | 85 |
|