Phillips Wealth Planners’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Buy |
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|
2025
Q1 | $257K | Buy |
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|
2024
Q4 | $254K | Sell |
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|
2024
Q3 | $270K | Sell |
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|
2024
Q2 | $262K | Sell |
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|
2024
Q1 | $336K | Buy |
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|
2023
Q4 | $337K | Sell |
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|
2023
Q3 | $377K | Sell |
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|
2023
Q2 | $725K | Sell |
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|
2023
Q1 | $686K | Sell |
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|
2022
Q4 | $731K | Buy |
|