PWM
Palumbo Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
3,748
-178
| -5% | -$12.3K | 0.08% | 154 |
|
|
2025
Q1 | $242K | Buy |
+3,926
| New | +$242K | 0.08% | 152 |
|
|
2023
Q4 | – | Sell |
-9,521
| Closed | -$512K | – | 125 |
|
|
2023
Q3 | $512K | Buy |
9,521
+4,279
| +82% | +$230K | 0.28% | 64 |
|
|
2023
Q2 | $271K | Sell |
5,242
-14,439
| -73% | -$747K | 0.17% | 87 |
|
|
2023
Q1 | $1.03M | Sell |
19,681
-912
| -4% | -$47.7K | 0.68% | 36 |
|
|
2022
Q4 | $981K | Buy |
20,593
+955
| +5% | +$45.5K | 0.78% | 31 |
|
|
2022
Q3 | $786K | Buy |
19,638
+949
| +5% | +$38K | 0.67% | 36 |
|
|
2022
Q2 | $797K | Buy |
18,689
+2,208
| +13% | +$94.2K | 0.63% | 36 |
|
|
2022
Q1 | $919K | Buy |
16,481
+431
| +3% | +$24K | 0.59% | 42 |
|
|
2021
Q4 | $1.02M | Buy |
16,050
+1,228
| +8% | +$77.8K | 0.64% | 32 |
|
|
2021
Q3 | $807K | Buy |
14,822
+148
| +1% | +$8.06K | 0.53% | 39 |
|
|
2021
Q2 | $778K | Buy |
14,674
+1,050
| +8% | +$55.7K | 0.52% | 45 |
|
|
2021
Q1 | $704K | Buy |
+13,624
| New | +$704K | 0.53% | 49 |
|