IWM
Iams Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Sell |
4,704
-18,940
| -80% | -$1.31M | 0.15% | 139 |
|
|
2025
Q1 | $1.46M | Buy |
23,644
+19,194
| +431% | +$1.18M | 0.67% | 52 |
|
|
2024
Q4 | $263K | Sell |
4,450
-17,370
| -80% | -$1.03M | 0.12% | 143 |
|
|
2024
Q3 | $1.16M | Buy |
+21,820
| New | +$1.16M | 0.57% | 58 |
|