IPW
Intergy Private Wealth’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Buy |
6,096
+745
| +14% | +$51.7K | 0.14% | 68 |
|
|
2025
Q1 | $330K | Sell |
5,351
-82
| -2% | -$5.06K | 0.13% | 71 |
|
|
2024
Q4 | $322K | Buy |
5,433
+886
| +19% | +$52.5K | 0.12% | 70 |
|
|
2024
Q3 | $242K | Buy |
4,547
+109
| +2% | +$5.8K | 0.09% | 77 |
|
|
2024
Q2 | $211K | Buy |
+4,438
| New | +$211K | 0.09% | 76 |
|
|
2023
Q4 | – | Sell |
-4,054
| Closed | -$218K | – | 74 |
|
|
2023
Q3 | $218K | Buy |
+4,054
| New | +$218K | 0.11% | 70 |
|