PPWM
PFG Private Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-208
| Closed | -$12.8K | – | 95 |
|
|
2025
Q1 | $12.8K | Buy |
208
+158
| +316% | +$9.75K | 0.01% | 137 |
|
|
2024
Q4 | $2.96K | Hold |
50
| – | – | ﹤0.01% | 184 |
|
|
2024
Q3 | $2.66K | Hold |
50
| – | – | ﹤0.01% | 194 |
|
|
2024
Q2 | $2.38K | Hold |
50
| – | – | ﹤0.01% | 196 |
|
|
2024
Q1 | $2.5K | Sell |
50
-203
| -80% | -$10.1K | ﹤0.01% | 186 |
|
|
2023
Q4 | $12.8K | Sell |
253
-461
| -65% | -$23.3K | 0.01% | 118 |
|
|
2023
Q3 | $38.4K | Sell |
714
-1,401
| -66% | -$75.3K | 0.03% | 101 |
|
|
2023
Q2 | $109K | Buy |
2,115
+8
| +0.4% | +$414 | 0.06% | 91 |
|
|
2023
Q1 | $110K | Buy |
2,107
+74
| +4% | +$3.87K | 0.07% | 86 |
|
|
2022
Q4 | $97K | Sell |
2,033
-20
| -1% | -$954 | 0.06% | 88 |
|
|
2022
Q3 | $82K | Hold |
2,053
| – | – | 0.05% | 99 |
|
|
2022
Q2 | $88K | Buy |
2,053
+11
| +0.5% | +$472 | 0.05% | 116 |
|
|
2022
Q1 | $114K | Buy |
2,042
+1,880
| +1,160% | +$105K | 0.06% | 95 |
|
|
2021
Q4 | $10K | Hold |
162
| – | – | 0.01% | 197 |
|
|
2021
Q3 | $9K | Buy |
+162
| New | +$9K | 0.01% | 197 |
|