PWP
Phillips Wealth Planners’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Buy |
4,735
+260
| +6% | +$17.8K | 0.29% | 117 |
|
|
2025
Q1 | $257K | Buy |
4,475
+156
| +4% | +$8.94K | 0.27% | 134 |
|
|
2024
Q4 | $254K | Sell |
4,319
-462
| -10% | -$27.1K | 0.25% | 139 |
|
|
2024
Q3 | $270K | Sell |
4,781
-890
| -16% | -$50.2K | 0.26% | 141 |
|
|
2024
Q2 | $262K | Sell |
5,671
-1,349
| -19% | -$62.4K | 0.28% | 134 |
|
|
2024
Q1 | $336K | Buy |
7,020
+373
| +6% | +$17.9K | 0.39% | 92 |
|
|
2023
Q4 | $337K | Sell |
6,647
-425
| -6% | -$21.6K | 0.41% | 86 |
|
|
2023
Q3 | $377K | Sell |
7,072
-6,947
| -50% | -$370K | 0.51% | 74 |
|
|
2023
Q2 | $725K | Sell |
14,019
-474
| -3% | -$24.5K | 0.95% | 31 |
|
|
2023
Q1 | $686K | Sell |
14,493
-789
| -5% | -$37.4K | 0.91% | 31 |
|
|
2022
Q4 | $731K | Buy |
+15,282
| New | +$731K | 1.28% | 24 |
|