NIWA
New Insight Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Sell |
5,358
-875
| -14% | -$60.7K | 0.15% | 79 |
|
|
2025
Q1 | $385K | Sell |
6,233
-837
| -12% | -$51.7K | 0.17% | 70 |
|
|
2024
Q4 | $419K | Buy |
7,070
+3,192
| +82% | +$189K | 0.21% | 61 |
|
|
2024
Q3 | $206K | Buy |
+3,878
| New | +$206K | 0.11% | 88 |
|
|
2024
Q2 | – | Sell |
-4,036
| Closed | -$201K | – | 86 |
|
|
2024
Q1 | $201K | Sell |
4,036
-998
| -20% | -$49.8K | 0.13% | 82 |
|
|
2023
Q4 | $254K | Buy |
+5,034
| New | +$254K | 0.17% | 67 |
|