KWM
KFG Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
+3,475
| New | +$241K | 0.04% | 179 |
|
|
2023
Q4 | – | Sell |
-7,584
| Closed | -$408K | – | 135 |
|
|
2023
Q3 | $408K | Buy |
7,584
+270
| +4% | +$14.5K | 0.22% | 81 |
|
|
2023
Q2 | $378K | Buy |
7,314
+2,966
| +68% | +$153K | 0.22% | 71 |
|
|
2023
Q1 | $221K | Buy |
+4,348
| New | +$221K | 0.15% | 89 |
|