RWP
Ridgecrest Wealth Partners’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Sell |
26,981
-181
| -0.7% | -$12.6K | 0.99% | 24 |
|
|
2025
Q1 | $1.68M | Buy |
27,162
+275
| +1% | +$17K | 0.88% | 28 |
|
|
2024
Q4 | $1.59M | Buy |
26,887
+496
| +2% | +$29.4K | 0.86% | 25 |
|
|
2024
Q3 | $1.4M | Sell |
26,391
-249
| -0.9% | -$13.3K | 0.73% | 28 |
|
|
2024
Q2 | $1.27M | Sell |
26,640
-206
| -0.8% | -$9.79K | 0.76% | 29 |
|
|
2024
Q1 | $1.34M | Sell |
26,846
-150
| -0.6% | -$7.49K | 0.8% | 29 |
|
|
2023
Q4 | $1.36M | Buy |
26,996
+393
| +1% | +$19.9K | 0.9% | 27 |
|
|
2023
Q3 | $1.43M | Hold |
26,603
| – | – | 1% | 22 |
|
|
2023
Q2 | $1.38M | Sell |
26,603
-250
| -0.9% | -$12.9K | 0.91% | 23 |
|
|
2023
Q1 | $1.4M | Hold |
26,853
| – | – | 1% | 23 |
|
|
2022
Q4 | $1.28M | Hold |
26,853
| – | – | 0.97% | 25 |
|
|
2022
Q3 | $1.07M | Hold |
26,853
| – | – | 0.88% | 27 |
|
|
2022
Q2 | $1.15M | Hold |
26,853
| – | – | 0.83% | 30 |
|
|
2022
Q1 | $1.5M | Buy |
26,853
+3
| +0% | +$167 | 0.95% | 29 |
|
|
2021
Q4 | $1.7M | Buy |
26,850
+3,603
| +15% | +$228K | 0.83% | 29 |
|
|
2021
Q3 | $1.27M | Buy |
23,247
+5,936
| +34% | +$323K | 0.69% | 35 |
|
|
2021
Q2 | $917K | Sell |
17,311
-902
| -5% | -$47.8K | 0.57% | 46 |
|
|
2021
Q1 | $942K | Buy |
+18,213
| New | +$942K | 0.9% | 35 |
|