HGWM
Horst & Graben Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
14,613
-169
| -1% | -$11.7K | 0.17% | 72 |
|
|
2025
Q1 | $912K | Buy |
14,782
+104
| +0.7% | +$6.42K | 0.16% | 69 |
|
|
2024
Q4 | $869K | Sell |
14,678
-201
| -1% | -$11.9K | 0.15% | 68 |
|
|
2024
Q3 | $792K | Buy |
14,879
+819
| +6% | +$43.6K | 0.14% | 64 |
|
|
2024
Q2 | $668K | Sell |
14,060
-529
| -4% | -$25.1K | 0.13% | 69 |
|
|
2024
Q1 | $728K | Buy |
+14,589
| New | +$728K | 0.15% | 66 |
|
|
2023
Q4 | – | Sell |
-5,226
| Closed | -$281K | – | 139 |
|
|
2023
Q3 | $281K | Buy |
5,226
+987
| +23% | +$53.1K | 0.07% | 107 |
|
|
2023
Q2 | $219K | Buy |
4,239
+24
| +0.6% | +$1.24K | 0.05% | 118 |
|
|
2023
Q1 | $220K | Buy |
+4,215
| New | +$220K | 0.05% | 120 |
|
|
2022
Q2 | – | Sell |
-4,042
| Closed | -$225K | – | 133 |
|
|
2022
Q1 | $225K | Buy |
4,042
+22
| +0.5% | +$1.23K | 0.06% | 124 |
|
|
2021
Q4 | $255K | Buy |
4,020
+27
| +0.7% | +$1.71K | 0.06% | 117 |
|
|
2021
Q3 | $217K | Buy |
3,993
+13
| +0.3% | +$706 | 0.06% | 125 |
|
|
2021
Q2 | $211K | Buy |
3,980
+13
| +0.3% | +$689 | 0.06% | 129 |
|
|
2021
Q1 | $205K | Buy |
+3,967
| New | +$205K | 0.06% | 123 |
|