PWM
Partnership Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $673K | Hold |
9,700
| – | – | 0.54% | 39 |
|
|
2025
Q1 | $599K | Hold |
9,700
| – | – | 0.51% | 41 |
|
|
2024
Q4 | $574K | Hold |
9,700
| – | – | 0.48% | 43 |
|
|
2024
Q3 | $516K | Hold |
9,700
| – | – | 0.36% | 46 |
|
|
2024
Q2 | $461K | Hold |
9,700
| – | – | 0.34% | 58 |
|
|
2024
Q1 | $484K | Hold |
9,700
| – | – | 0.34% | 63 |
|
|
2023
Q4 | $487K | Buy |
+9,700
| New | +$487K | 0.37% | 58 |
|