PPWM
Paragon Private Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Buy |
7,423
+1,177
| +19% | +$81.7K | 0.21% | 129 |
|
|
2025
Q1 | $385K | Buy |
6,246
+1,920
| +44% | +$118K | 0.18% | 136 |
|
|
2024
Q4 | $256K | Buy |
+4,326
| New | +$256K | 0.12% | 149 |
|
|
2023
Q4 | – | Sell |
-22,344
| Closed | -$1.2M | – | 138 |
|
|
2023
Q3 | $1.2M | Buy |
22,344
+1,777
| +9% | +$95.5K | 0.99% | 33 |
|
|
2023
Q2 | $1.06M | Buy |
20,567
+573
| +3% | +$29.6K | 0.85% | 43 |
|
|
2023
Q1 | $1.05M | Buy |
19,994
+338
| +2% | +$17.7K | 0.88% | 41 |
|
|
2022
Q4 | $936K | Buy |
19,656
+1,559
| +9% | +$74.3K | 0.84% | 41 |
|
|
2022
Q3 | $803K | Buy |
18,097
+1,381
| +8% | +$61.3K | 0.78% | 40 |
|
|
2022
Q2 | $713K | Buy |
16,716
+1,245
| +8% | +$53.1K | 0.76% | 42 |
|
|
2022
Q1 | $701K | Buy |
15,471
+4,476
| +41% | +$203K | 0.68% | 42 |
|
|
2021
Q4 | $697K | Buy |
+10,995
| New | +$697K | 0.62% | 50 |
|