KSWWM

Keyes Stange & Wooten Wealth Management’s Cisco CSCO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-14,712	Closed	-$699K	–	69
2024 Q2	$699K	Buy	14,712 +583	+4%	+$27.7K	0.49%	27
2024 Q1	$705K	Buy	14,129 +4,805	+52%	+$240K	0.62%	26
2023 Q4	$471K	Buy	+9,324	New	+$471K	0.5%	33