OBWP
O'Brien Wealth Partners’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
3,054
+2,846
| +1,368% | +$197K | 0.03% | 51 |
|
|
2025
Q1 | $12.8K | Buy |
208
+15
| +8% | +$926 | ﹤0.01% | 67 |
|
|
2024
Q4 | $11.4K | Hold |
193
| – | – | ﹤0.01% | 63 |
|
|
2024
Q3 | $10.3K | Buy |
+193
| New | +$10.3K | ﹤0.01% | 63 |
|
|
2018
Q4 | – | Sell |
-423
| Closed | -$21K | – | 85 |
|
|
2018
Q3 | $21K | Buy |
423
+238
| +129% | +$11.8K | 0.01% | 100 |
|
|
2018
Q2 | $8K | Sell |
185
-338
| -65% | -$14.6K | 0.01% | 61 |
|
|
2018
Q1 | $22K | Buy |
+523
| New | +$22K | 0.02% | 88 |
|