PHWM
Pine Harbor Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Buy |
3,622
+5
| +0.1% | +$347 | 0.09% | 88 |
|
|
2025
Q1 | $223K | Buy |
3,617
+5
| +0.1% | +$309 | 0.09% | 87 |
|
|
2024
Q4 | $214K | Sell |
3,612
-832
| -19% | -$49.3K | 0.09% | 92 |
|
|
2024
Q3 | $237K | Sell |
4,444
-214
| -5% | -$11.4K | 0.12% | 91 |
|
|
2024
Q2 | $221K | Buy |
+4,658
| New | +$221K | 0.13% | 90 |
|
|
2024
Q1 | – | Sell |
-5,115
| Closed | -$258K | – | 98 |
|
|
2023
Q4 | $258K | Buy |
+5,115
| New | +$258K | 0.2% | 78 |
|