HWM
Horizon Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Sell |
3,470
-147
| -4% | -$10.2K | 0.04% | 93 |
|
|
2025
Q1 | $223K | Buy |
3,617
+113
| +3% | +$6.97K | 0.04% | 91 |
|
|
2024
Q4 | $207K | Buy |
+3,504
| New | +$207K | 0.04% | 94 |
|
|
2024
Q2 | – | Sell |
-4,602
| Closed | -$230K | – | 86 |
|
|
2024
Q1 | $230K | Sell |
4,602
-3,053
| -40% | -$152K | 0.06% | 70 |
|
|
2023
Q4 | $387K | Sell |
7,655
-655
| -8% | -$33.1K | 0.11% | 45 |
|
|
2023
Q3 | $447K | Sell |
8,310
-1,744
| -17% | -$93.8K | 0.18% | 37 |
|
|
2023
Q2 | $520K | Buy |
10,054
+25
| +0.2% | +$1.29K | 0.21% | 35 |
|
|
2023
Q1 | $524K | Buy |
10,029
+3,297
| +49% | +$172K | 0.39% | 32 |
|
|
2022
Q4 | $321K | Buy |
6,732
+272
| +4% | +$13K | 0.26% | 41 |
|
|
2022
Q3 | $258K | Sell |
6,460
-1,763
| -21% | -$70.4K | 0.19% | 49 |
|
|
2022
Q2 | $351K | Buy |
8,223
+1,006
| +14% | +$42.9K | 0.15% | 66 |
|
|
2022
Q1 | $402K | Buy |
7,217
+5
| +0.1% | +$279 | 0.12% | 63 |
|
|
2021
Q4 | $457K | Buy |
+7,212
| New | +$457K | 0.13% | 61 |
|