JPWM
Jamison Private Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.17M | Sell |
60,049
-696
| -1% | -$48.3K | 0.6% | 51 |
|
|
2025
Q1 | $3.75M | Sell |
60,745
-2,353
| -4% | -$145K | 0.57% | 50 |
|
|
2024
Q4 | $3.74M | Sell |
63,098
-169
| -0.3% | -$10K | 0.55% | 51 |
|
|
2024
Q3 | $3.37M | Sell |
63,267
-4,262
| -6% | -$227K | 0.51% | 52 |
|
|
2024
Q2 | $3.21M | Sell |
67,529
-451
| -0.7% | -$21.4K | 0.53% | 53 |
|
|
2024
Q1 | $3.39M | Buy |
67,980
+1,330
| +2% | +$66.4K | 0.57% | 50 |
|
|
2023
Q4 | $3.37M | Sell |
66,650
-647
| -1% | -$32.7K | 0.63% | 50 |
|
|
2023
Q3 | $3.62M | Buy |
+67,297
| New | +$3.62M | 0.75% | 43 |
|