KWM
Keebeck Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Buy |
7,901
+757
| +11% | +$52.5K | 0.07% | 187 |
|
|
2025
Q1 | $441K | Buy |
7,144
+959
| +16% | +$59.2K | 0.07% | 179 |
|
|
2024
Q4 | $366K | Buy |
6,185
+761
| +14% | +$45.1K | 0.05% | 189 |
|
|
2024
Q3 | $289K | Sell |
5,424
-36,658
| -87% | -$1.95M | 0.04% | 214 |
|
|
2024
Q2 | $2M | Sell |
42,082
-1,846
| -4% | -$87.7K | 0.29% | 91 |
|
|
2024
Q1 | $2.19M | Sell |
43,928
-2,002
| -4% | -$99.9K | 0.32% | 83 |
|
|
2023
Q4 | $2.32M | Sell |
45,930
-783
| -2% | -$39.6K | 0.38% | 71 |
|
|
2023
Q3 | $2.51M | Buy |
46,713
+862
| +2% | +$46.3K | 0.44% | 65 |
|
|
2023
Q2 | $2.37M | Buy |
45,851
+5,540
| +14% | +$287K | 0.33% | 75 |
|
|
2023
Q1 | $2.11M | Buy |
40,311
+4,734
| +13% | +$247K | 0.34% | 75 |
|
|
2022
Q4 | $1.69M | Buy |
35,577
+1,621
| +5% | +$77.2K | 0.3% | 80 |
|
|
2022
Q3 | $1.36M | Buy |
33,956
+3,191
| +10% | +$128K | 0.26% | 89 |
|
|
2022
Q2 | $1.31M | Buy |
30,765
+3,408
| +12% | +$145K | 0.25% | 90 |
|
|
2022
Q1 | $1.53M | Buy |
27,357
+3,014
| +12% | +$168K | 0.25% | 93 |
|
|
2021
Q4 | $1.54M | Buy |
24,343
+1,483
| +6% | +$94K | 0.28% | 82 |
|
|
2021
Q3 | $1.24M | Sell |
22,860
-2,325
| -9% | -$127K | 0.25% | 88 |
|
|
2021
Q2 | $1.34M | Buy |
25,185
+6,624
| +36% | +$351K | 0.19% | 97 |
|
|
2021
Q1 | $959K | Buy |
18,561
+329
| +2% | +$17K | 0.15% | 113 |
|
|
2020
Q4 | $816K | Buy |
18,232
+1,141
| +7% | +$51.1K | 0.14% | 114 |
|
|
2020
Q3 | $672K | Sell |
17,091
-5,007
| -23% | -$197K | 0.14% | 111 |
|
|
2020
Q2 | $1.03M | Buy |
22,098
+3,677
| +20% | +$171K | 0.33% | 63 |
|
|
2020
Q1 | $723K | Buy |
18,421
+4,355
| +31% | +$171K | 0.3% | 68 |
|
|
2019
Q4 | $674K | Buy |
+14,066
| New | +$674K | 0.21% | 81 |
|