NWM
Napa Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-24,097
| Closed | -$1.49M | – | 141 |
|
|
2025
Q1 | $1.49M | Sell |
24,097
-14,749
| -38% | -$910K | 0.84% | 37 |
|
|
2024
Q4 | $2.3M | Buy |
38,846
+34,905
| +886% | +$2.07M | 0.99% | 21 |
|
|
2024
Q3 | $210K | Buy |
+3,941
| New | +$210K | 0.1% | 150 |
|
|
2024
Q1 | – | Sell |
-6,675
| Closed | -$337K | – | 81 |
|
|
2023
Q4 | $337K | Buy |
+6,675
| New | +$337K | 0.18% | 82 |
|