PWP
Pursue Wealth Partners’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Hold |
5,984
| – | – | 0.24% | 68 |
|
|
2025
Q1 | $369K | Hold |
5,984
| – | – | 0.22% | 74 |
|
|
2024
Q4 | $354K | Hold |
5,984
| – | – | 0.2% | 70 |
|
|
2024
Q3 | $318K | Sell |
5,984
-246
| -4% | -$13.1K | 0.17% | 78 |
|
|
2024
Q2 | $296K | Hold |
6,230
| – | – | 0.16% | 75 |
|
|
2024
Q1 | $311K | Sell |
6,230
-508
| -8% | -$25.4K | 0.18% | 74 |
|
|
2023
Q4 | $340K | Hold |
6,738
| – | – | 0.22% | 68 |
|
|
2023
Q3 | $362K | Hold |
6,738
| – | – | 0.26% | 67 |
|
|
2023
Q2 | $349K | Hold |
6,738
| – | – | 0.22% | 73 |
|
|
2023
Q1 | $352K | Sell |
6,738
-229
| -3% | -$12K | 0.24% | 75 |
|
|
2022
Q4 | $332K | Hold |
6,967
| – | – | 0.26% | 74 |
|
|
2022
Q3 | $279K | Hold |
6,967
| – | – | 0.2% | 82 |
|
|
2022
Q2 | $297K | Hold |
6,967
| – | – | 0.19% | 84 |
|
|
2022
Q1 | $381K | Hold |
6,967
| – | – | 0.16% | 98 |
|
|
2021
Q4 | $441K | Buy |
+6,967
| New | +$441K | 0.17% | 91 |
|