Invenio Wealth Partners’s Cisco CSCO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,621
Closed -$333K 95
2024
Q4
$333K Sell
5,621
-97
-2% -$5.74K 0.14% 71
2024
Q3
$304K Buy
5,718
+114
+2% +$6.07K 0.13% 74
2024
Q2
$266K Sell
5,604
-382
-6% -$18.1K 0.13% 79
2024
Q1
$299K Buy
5,986
+1,290
+27% +$64.4K 0.16% 69
2023
Q4
$237K Buy
+4,696
New +$237K 0.17% 80