SPWG
Sage Private Wealth Group’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $541K | Sell |
7,796
-713
| -8% | -$49.5K | 0.35% | 35 |
|
|
2025
Q1 | $525K | Buy |
8,509
+320
| +4% | +$19.7K | 0.4% | 31 |
|
|
2024
Q4 | $485K | Sell |
8,189
-501
| -6% | -$29.7K | 0.36% | 36 |
|
|
2024
Q3 | $462K | Sell |
8,690
-6,704
| -44% | -$357K | 0.36% | 41 |
|
|
2024
Q2 | $731K | Buy |
15,394
+7,854
| +104% | +$373K | 0.62% | 16 |
|
|
2024
Q1 | $376K | Sell |
7,540
-528
| -7% | -$26.4K | 0.3% | 49 |
|
|
2023
Q4 | $408K | Sell |
8,068
-1,362
| -14% | -$68.8K | 0.36% | 36 |
|
|
2023
Q3 | $507K | Buy |
9,430
+171
| +2% | +$9.19K | 0.7% | 13 |
|
|
2023
Q2 | $479K | Buy |
9,259
+9
| +0.1% | +$466 | 0.65% | 13 |
|
|
2023
Q1 | $484K | Buy |
9,250
+474
| +5% | +$24.8K | 0.56% | 15 |
|
|
2022
Q4 | $418K | Sell |
8,776
-168
| -2% | -$8K | 0.5% | 18 |
|
|
2022
Q3 | $358K | Sell |
8,944
-1,099
| -11% | -$44K | 0.47% | 20 |
|
|
2022
Q2 | $428K | Buy |
10,043
+1,360
| +16% | +$58K | 0.62% | 13 |
|
|
2022
Q1 | $484K | Buy |
8,683
+755
| +10% | +$42.1K | 0.47% | 17 |
|
|
2021
Q4 | $502K | Buy |
7,928
+244
| +3% | +$15.5K | 0.62% | 17 |
|
|
2021
Q3 | $418K | Buy |
7,684
+88
| +1% | +$4.79K | 0.58% | 17 |
|
|
2021
Q2 | $403K | Buy |
7,596
+15
| +0.2% | +$796 | 0.55% | 21 |
|
|
2021
Q1 | $392K | Sell |
7,581
-226
| -3% | -$11.7K | 0.68% | 18 |
|
|
2020
Q4 | $349K | Buy |
+7,807
| New | +$349K | 0.97% | 18 |
|