PWMG
Prestige Wealth Management Group’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $787K | Buy |
11,348
+178
| +2% | +$12.4K | 0.16% | 72 |
|
|
2025
Q1 | $689K | Buy |
11,170
+195
| +2% | +$12K | 0.15% | 76 |
|
|
2024
Q4 | $650K | Buy |
10,975
+848
| +8% | +$50.2K | 0.14% | 83 |
|
|
2024
Q3 | $539K | Sell |
10,127
-114
| -1% | -$6.07K | 0.11% | 91 |
|
|
2024
Q2 | $487K | Sell |
10,241
-765
| -7% | -$36.3K | 0.11% | 92 |
|
|
2024
Q1 | $549K | Sell |
11,006
-625
| -5% | -$31.2K | 0.12% | 83 |
|
|
2023
Q4 | $588K | Sell |
11,631
-314
| -3% | -$15.9K | 0.13% | 74 |
|
|
2023
Q3 | $642K | Buy |
11,945
+326
| +3% | +$17.5K | 0.16% | 68 |
|
|
2023
Q2 | $601K | Sell |
11,619
-497
| -4% | -$25.7K | 0.14% | 70 |
|
|
2023
Q1 | $633K | Sell |
12,116
-5,069
| -29% | -$265K | 0.16% | 69 |
|
|
2022
Q4 | $819K | Buy |
17,185
+6,515
| +61% | +$310K | 0.21% | 60 |
|
|
2022
Q3 | $427K | Buy |
10,670
+1,113
| +12% | +$44.5K | 0.12% | 81 |
|
|
2022
Q2 | $408K | Buy |
9,557
+5,856
| +158% | +$250K | 0.11% | 86 |
|
|
2022
Q1 | $206K | Buy |
3,701
+98
| +3% | +$5.46K | 0.05% | 139 |
|
|
2021
Q4 | $228K | Buy |
3,603
+65
| +2% | +$4.11K | 0.05% | 129 |
|
|
2021
Q3 | $192K | Buy |
3,538
+50
| +1% | +$2.71K | 0.05% | 140 |
|
|
2021
Q2 | $185K | Sell |
3,488
-485
| -12% | -$25.7K | 0.05% | 136 |
|
|
2021
Q1 | $205K | Sell |
3,973
-20
| -0.5% | -$1.03K | 0.06% | 120 |
|
|
2020
Q4 | $179K | Sell |
3,993
-1,888
| -32% | -$84.6K | 0.05% | 127 |
|
|
2020
Q3 | $232K | Sell |
5,881
-157
| -3% | -$6.19K | 0.07% | 104 |
|
|
2020
Q2 | $281K | Sell |
6,038
-2,076
| -26% | -$96.6K | 0.1% | 79 |
|
|
2020
Q1 | $320K | Buy |
8,114
+3,601
| +80% | +$142K | 0.14% | 64 |
|
|
2019
Q4 | $216K | Sell |
4,513
-102
| -2% | -$4.88K | 0.12% | 110 |
|
|
2019
Q3 | $228K | Sell |
4,615
-309
| -6% | -$15.3K | 0.13% | 102 |
|
|
2019
Q2 | $269K | Buy |
4,924
+420
| +9% | +$22.9K | 0.16% | 96 |
|
|
2019
Q1 | $243K | Sell |
4,504
-1,508
| -25% | -$81.4K | 0.15% | 103 |
|
|
2018
Q4 | $260K | Buy |
+6,012
| New | +$260K | 0.19% | 92 |
|