IWP
IAG Wealth Partners’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Hold |
1,463
| – | – | 0.01% | 147 |
|
|
2025
Q1 | $90.3K | Hold |
1,463
| – | – | 0.01% | 152 |
|
|
2024
Q4 | $86.6K | Buy |
1,463
+608
| +71% | +$36K | 0.02% | 146 |
|
|
2024
Q3 | $45.5K | Buy |
855
+253
| +42% | +$13.5K | 0.01% | 196 |
|
|
2024
Q2 | $28.6K | Buy |
602
+47
| +8% | +$2.23K | 0.01% | 232 |
|
|
2024
Q1 | $27.7K | Hold |
555
| – | – | 0.01% | 213 |
|
|
2023
Q4 | $28K | Buy |
555
+32
| +6% | +$1.62K | 0.01% | 207 |
|
|
2023
Q3 | $28.1K | Buy |
523
+68
| +15% | +$3.66K | 0.01% | 193 |
|
|
2023
Q2 | $23.5K | Buy |
455
+440
| +2,933% | +$22.8K | 0.01% | 220 |
|
|
2023
Q1 | $784 | Buy |
+15
| New | +$784 | ﹤0.01% | 425 |
|
|
2022
Q4 | – | Sell |
-740
| Closed | -$30K | – | 452 |
|
|
2022
Q3 | $30K | Hold |
740
| – | – | 0.01% | 168 |
|
|
2022
Q2 | $32K | Hold |
740
| – | – | 0.01% | 165 |
|
|
2022
Q1 | $41K | Hold |
740
| – | – | 0.01% | 157 |
|
|
2021
Q4 | $47K | Sell |
740
-66
| -8% | -$4.19K | 0.02% | 141 |
|
|
2021
Q3 | $44K | Buy |
806
+66
| +9% | +$3.6K | 0.02% | 129 |
|
|
2021
Q2 | $40K | Buy |
+740
| New | +$40K | 0.01% | 137 |
|
|
2021
Q1 | – | Sell |
-100
| Closed | -$5K | – | 373 |
|
|
2020
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 295 |
|
|
2020
Q3 | $4K | Sell |
100
-62
| -38% | -$2.48K | ﹤0.01% | 290 |
|
|
2020
Q2 | $8K | Sell |
162
-220
| -58% | -$10.9K | ﹤0.01% | 247 |
|
|
2020
Q1 | $16K | Hold |
382
| – | – | 0.01% | 163 |
|
|
2019
Q4 | $19K | Buy |
+382
| New | +$19K | 0.01% | 182 |
|