IWM
Integris Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $636K | Buy |
9,163
+1,000
| +12% | +$69.4K | 0.17% | 49 |
|
|
2025
Q1 | $504K | Sell |
8,163
-310
| -4% | -$19.1K | 0.14% | 50 |
|
|
2024
Q4 | $502K | Sell |
8,473
-1,271
| -13% | -$75.2K | 0.14% | 51 |
|
|
2024
Q3 | $519K | Buy |
9,744
+749
| +8% | +$39.9K | 0.14% | 48 |
|
|
2024
Q2 | $427K | Sell |
8,995
-138
| -2% | -$6.56K | 0.12% | 54 |
|
|
2024
Q1 | $456K | Sell |
9,133
-242
| -3% | -$12.1K | 0.13% | 55 |
|
|
2023
Q4 | $474K | Buy |
9,375
+203
| +2% | +$10.3K | 0.14% | 51 |
|
|
2023
Q3 | $493K | Hold |
9,172
| – | – | 0.16% | 43 |
|
|
2023
Q2 | $475K | Hold |
9,172
| – | – | 0.17% | 44 |
|
|
2023
Q1 | $479K | Hold |
9,172
| – | – | 0.18% | 42 |
|
|
2022
Q4 | $437K | Buy |
+9,172
| New | +$437K | 0.17% | 45 |
|