PWP
Precedent Wealth Partners’s Cisco CSCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $532K | Sell |
7,665
-1,187
| -13% | -$82.4K | 0.13% | 121 |
|
2025
Q1 | $546K | Sell |
8,852
-22,638
| -72% | -$1.4M | 0.15% | 117 |
|
2024
Q4 | $1.86M | Buy |
31,490
+932
| +3% | +$55.2K | 0.61% | 39 |
|
2024
Q3 | $1.63M | Buy |
30,558
+3,724
| +14% | +$198K | 0.54% | 45 |
|
2024
Q2 | $1.27M | Buy |
26,834
+4,148
| +18% | +$197K | 0.51% | 50 |
|
2024
Q1 | $1.13M | Buy |
22,686
+1,669
| +8% | +$83.3K | 0.49% | 48 |
|
2023
Q4 | $1.06M | Buy |
+21,017
| New | +$1.06M | 0.54% | 43 |
|