PWS
Peterson Wealth Services’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Sell |
3,140
-835
| -21% | -$57.9K | 0.06% | 113 |
|
|
2025
Q1 | $245K | Sell |
3,975
-131
| -3% | -$8.09K | 0.08% | 113 |
|
|
2024
Q4 | $243K | Sell |
4,106
-52
| -1% | -$3.08K | 0.07% | 109 |
|
|
2024
Q3 | $221K | Sell |
4,158
-35,464
| -90% | -$1.89M | 0.07% | 116 |
|
|
2024
Q2 | $1.88M | Buy |
39,622
+6,105
| +18% | +$290K | 0.66% | 46 |
|
|
2024
Q1 | $1.67M | Buy |
33,517
+3,523
| +12% | +$176K | 0.61% | 47 |
|
|
2023
Q4 | $1.52M | Buy |
29,994
+4,754
| +19% | +$240K | 0.65% | 45 |
|
|
2023
Q3 | $1.36M | Buy |
25,240
+739
| +3% | +$39.7K | 1.02% | 33 |
|
|
2023
Q2 | $1.27M | Buy |
24,501
+499
| +2% | +$25.8K | 0.61% | 43 |
|
|
2023
Q1 | $1.25M | Buy |
24,002
+5,143
| +27% | +$269K | 0.65% | 48 |
|
|
2022
Q4 | $898K | Buy |
18,859
+2,244
| +14% | +$107K | 0.51% | 54 |
|
|
2022
Q3 | $665K | Buy |
16,615
+5,183
| +45% | +$207K | 0.47% | 58 |
|
|
2022
Q2 | $487K | Buy |
11,432
+2,476
| +28% | +$105K | 0.35% | 60 |
|
|
2022
Q1 | $499K | Buy |
8,956
+2,111
| +31% | +$118K | 0.31% | 58 |
|
|
2021
Q4 | $434K | Buy |
+6,845
| New | +$434K | 0.29% | 50 |
|