PWM
Pinnacle Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.8M | Sell |
37,814
-2,076
| -5% | -$98.9K | 2.17% | 9 |
|
|
2022
Q3 | $1.6M | Buy |
39,890
+898
| +2% | +$35.9K | 1.94% | 27 |
|
|
2022
Q2 | $1.66M | Buy |
38,992
+1,762
| +5% | +$75.1K | 2.34% | 25 |
|
|
2022
Q1 | $2.08M | Buy |
37,230
+6,635
| +22% | +$370K | 2.43% | 18 |
|
|
2021
Q4 | $1.94M | Buy |
+30,595
| New | +$1.94M | 1.66% | 35 |
|