PFG
Peterson Financial Group’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $140K | Buy |
+2,623
| New | +$140K | 0.54% | 44 |
|
|
2023
Q1 | – | Sell |
-18,493
| Closed | -$881K | – | 33 |
|
|
2022
Q4 | $881K | Sell |
18,493
-9,737
| -34% | -$464K | 1.16% | 35 |
|
|
2022
Q3 | $1.13M | Buy |
28,230
+988
| +4% | +$39.5K | 1.1% | 40 |
|
|
2022
Q2 | $1.16M | Buy |
27,242
+1,956
| +8% | +$83.4K | 1.09% | 41 |
|
|
2022
Q1 | $1.41M | Sell |
25,286
-396
| -2% | -$22.1K | 1.17% | 39 |
|
|
2021
Q4 | $1.63M | Buy |
+25,682
| New | +$1.63M | 1.33% | 28 |
|