McCarter Private Wealth Services’s Cisco CSCO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$512K Buy
7,375
+368
+5% +$25.5K 0.29% 65
2025
Q1
$432K Buy
7,007
+50
+0.7% +$3.09K 0.28% 66
2024
Q4
$412K Sell
6,957
-790
-10% -$46.8K 0.26% 65
2024
Q3
$412K Buy
+7,747
New +$412K 0.26% 66