JWM
Jessup Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,800
| Closed | -$697K | – | 61 |
|
|
2023
Q4 | $697K | Buy |
13,800
+116
| +0.8% | +$5.86K | 0.35% | 33 |
|
|
2023
Q3 | $736K | Buy |
13,684
+97
| +0.7% | +$5.22K | 0.42% | 35 |
|
|
2023
Q2 | $703K | Buy |
13,587
+109
| +0.8% | +$5.64K | 0.38% | 38 |
|
|
2023
Q1 | $705K | Buy |
13,478
+1
| +0% | +$52 | 0.42% | 38 |
|
|
2022
Q4 | $642K | Buy |
+13,477
| New | +$642K | 0.41% | 40 |
|