PWM
Paulson Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $943K | Sell |
13,587
-861
| -6% | -$59.7K | 0.24% | 47 |
|
|
2025
Q1 | $892K | Sell |
14,448
-708
| -5% | -$43.7K | 0.25% | 43 |
|
|
2024
Q4 | $897K | Sell |
15,156
-1,675
| -10% | -$99.2K | 0.24% | 46 |
|
|
2024
Q3 | $896K | Sell |
16,831
-126
| -0.7% | -$6.71K | 0.24% | 51 |
|
|
2024
Q2 | $806K | Sell |
16,957
-11
| -0.1% | -$523 | 0.24% | 53 |
|
|
2024
Q1 | $847K | Buy |
16,968
+155
| +0.9% | +$7.74K | 0.25% | 48 |
|
|
2023
Q4 | $849K | Sell |
16,813
-72
| -0.4% | -$3.64K | 0.27% | 49 |
|
|
2023
Q3 | $908K | Sell |
16,885
-414
| -2% | -$22.3K | 0.32% | 45 |
|
|
2023
Q2 | $895K | Buy |
17,299
+3,641
| +27% | +$188K | 0.31% | 45 |
|
|
2023
Q1 | $714K | Buy |
13,658
+431
| +3% | +$22.5K | 0.32% | 31 |
|
|
2022
Q4 | $630K | Sell |
13,227
-269
| -2% | -$12.8K | 0.31% | 32 |
|
|
2022
Q3 | $540K | Buy |
+13,496
| New | +$540K | 0.29% | 30 |
|
|
2021
Q4 | – | Sell |
-11,687
| Closed | -$636K | – | 94 |
|
|
2021
Q3 | $636K | Buy |
11,687
+561
| +5% | +$30.5K | 0.3% | 37 |
|
|
2021
Q2 | $590K | Buy |
11,126
+1,168
| +12% | +$61.9K | 0.29% | 39 |
|
|
2021
Q1 | $514K | Buy |
9,958
+1,104
| +12% | +$57K | 0.26% | 47 |
|
|
2020
Q4 | $396K | Buy |
8,854
+459
| +5% | +$20.5K | 0.23% | 56 |
|
|
2020
Q3 | $331K | Buy |
8,395
+995
| +13% | +$39.2K | 0.21% | 62 |
|
|
2020
Q2 | $345K | Buy |
7,400
+1,859
| +34% | +$86.7K | 0.24% | 61 |
|
|
2020
Q1 | $230K | Buy |
+5,541
| New | +$230K | 0.18% | 74 |
|
|
2019
Q4 | – | Sell |
-5,408
| Closed | -$267K | – | 100 |
|
|
2019
Q3 | $267K | Sell |
5,408
-384
| -7% | -$19K | 0.2% | 85 |
|
|
2019
Q2 | $334K | Sell |
5,792
-514
| -8% | -$29.6K | 0.25% | 78 |
|
|
2019
Q1 | $340K | Sell |
6,306
-974
| -13% | -$52.5K | 0.26% | 80 |
|
|
2018
Q4 | $326K | Buy |
7,280
+1,129
| +18% | +$50.6K | 0.27% | 81 |
|
|
2018
Q3 | $279K | Buy |
6,151
+22
| +0.4% | +$998 | 0.25% | 95 |
|
|
2018
Q2 | $264K | Sell |
6,129
-29
| -0.5% | -$1.25K | 0.26% | 85 |
|
|
2018
Q1 | $264K | Buy |
6,158
+191
| +3% | +$8.19K | 0.26% | 90 |
|
|
2017
Q4 | $229K | Buy |
+5,967
| New | +$229K | 0.2% | 93 |
|