HWMG
Hurlow Wealth Management Group’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Hold |
6,406
| – | – | 0.13% | 70 |
|
|
2025
Q1 | $395K | Buy |
6,406
+598
| +10% | +$36.9K | 0.12% | 78 |
|
|
2024
Q4 | $344K | Buy |
5,808
+119
| +2% | +$7.05K | 0.11% | 83 |
|
|
2024
Q3 | $303K | Sell |
5,689
-2
| -0% | -$106 | 0.09% | 88 |
|
|
2024
Q2 | $270K | Buy |
5,691
+428
| +8% | +$20.3K | 0.09% | 94 |
|
|
2024
Q1 | $263K | Sell |
5,263
-470
| -8% | -$23.5K | 0.09% | 97 |
|
|
2023
Q4 | $290K | Buy |
5,733
+3
| +0.1% | +$152 | 0.11% | 85 |
|
|
2023
Q3 | $308K | Hold |
5,730
| – | – | 0.13% | 82 |
|
|
2023
Q2 | $296K | Sell |
5,730
-6
| -0.1% | -$310 | 0.13% | 83 |
|
|
2023
Q1 | $300K | Buy |
5,736
+7
| +0.1% | +$366 | 0.14% | 79 |
|
|
2022
Q4 | $273K | Buy |
5,729
+115
| +2% | +$5.48K | 0.14% | 85 |
|
|
2022
Q3 | $225K | Sell |
5,614
-80
| -1% | -$3.21K | 0.13% | 90 |
|
|
2022
Q2 | $243K | Hold |
5,694
| – | – | 0.14% | 85 |
|
|
2022
Q1 | $317K | Hold |
5,694
| – | – | 0.19% | 72 |
|
|
2021
Q4 | $254K | Hold |
5,694
| – | – | 0.2% | 76 |
|
|
2021
Q3 | $310K | Hold |
5,694
| – | – | 0.18% | 74 |
|
|
2021
Q2 | $302K | Sell |
5,694
-36
| -0.6% | -$1.91K | 0.2% | 72 |
|
|
2021
Q1 | $296K | Buy |
5,730
+36
| +0.6% | +$1.86K | 0.21% | 78 |
|
|
2020
Q4 | $255K | Sell |
5,694
-2,575
| -31% | -$115K | 0.2% | 80 |
|
|
2020
Q3 | $326K | Hold |
8,269
| – | – | 0.3% | 62 |
|
|
2020
Q2 | $380K | Sell |
8,269
-3,079
| -27% | -$141K | 0.37% | 52 |
|
|
2020
Q1 | $471K | Hold |
11,348
| – | – | 0.5% | 38 |
|
|
2019
Q4 | $542K | Sell |
11,348
-992
| -8% | -$47.4K | 0.53% | 40 |
|
|
2019
Q3 | $568K | Hold |
12,340
| – | – | 0.6% | 35 |
|
|
2019
Q2 | $711K | Hold |
12,340
| – | – | 0.75% | 30 |
|
|
2019
Q1 | $690K | Hold |
12,340
| – | – | 0.74% | 31 |
|
|
2018
Q4 | $565K | Buy |
+12,340
| New | +$565K | 0.68% | 32 |
|