Northwest Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Buy |
+3,672
| New | +$255K | 0.05% | 165 |
|
|
2022
Q3 | – | Sell |
-5,039
| Closed | -$215K | – | 138 |
|
|
2022
Q2 | $215K | Buy |
5,039
+1,381
| +38% | +$58.9K | 0.09% | 135 |
|
|
2022
Q1 | $204K | Buy |
+3,658
| New | +$204K | 0.1% | 131 |
|
|
2021
Q3 | – | Sell |
-4,642
| Closed | -$246K | – | 119 |
|
|
2021
Q2 | $246K | Buy |
+4,642
| New | +$246K | 0.13% | 110 |
|
|
2019
Q2 | – | Sell |
-2,332
| Closed | -$126K | – | 185 |
|
|
2019
Q1 | $126K | Sell |
2,332
-100
| -4% | -$5.4K | 0.1% | 137 |
|
|
2018
Q4 | $105K | Hold |
2,432
| – | – | 0.09% | 139 |
|
|
2018
Q3 | $118K | Hold |
2,432
| – | – | 0.09% | 139 |
|
|
2018
Q2 | $105K | Sell |
2,432
-730
| -23% | -$31.5K | 0.08% | 145 |
|
|
2018
Q1 | $136K | Buy |
+3,162
| New | +$136K | 0.1% | 131 |
|