SPWM
Schrum Private Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Buy |
4,587
+10
| +0.2% | +$694 | 0.26% | 94 |
|
|
2025
Q1 | $282K | Sell |
4,577
-191
| -4% | -$11.8K | 0.25% | 97 |
|
|
2024
Q4 | $282K | Sell |
4,768
-5,328
| -53% | -$315K | 0.24% | 99 |
|
|
2024
Q3 | $537K | Buy |
10,096
+4,349
| +76% | +$231K | 0.28% | 89 |
|
|
2024
Q2 | $273K | Buy |
5,747
+11
| +0.2% | +$523 | 0.25% | 102 |
|
|
2024
Q1 | $286K | Buy |
5,736
+720
| +14% | +$35.9K | 0.26% | 94 |
|
|
2023
Q4 | $253K | Sell |
5,016
-700
| -12% | -$35.4K | 0.36% | 72 |
|
|
2023
Q3 | $307K | Buy |
5,716
+11
| +0.2% | +$591 | 0.35% | 73 |
|
|
2023
Q2 | $295K | Sell |
5,705
-1,187
| -17% | -$61.4K | 0.32% | 80 |
|
|
2023
Q1 | $360K | Buy |
6,892
+10
| +0.1% | +$523 | 0.42% | 68 |
|
|
2022
Q4 | $328K | Sell |
6,882
-1,367
| -17% | -$65.1K | 0.39% | 72 |
|
|
2022
Q3 | $330K | Sell |
8,249
-1,524
| -16% | -$61K | 0.42% | 71 |
|
|
2022
Q2 | $417K | Sell |
9,773
-285
| -3% | -$12.2K | 0.47% | 63 |
|
|
2022
Q1 | $524K | Buy |
10,058
+8
| +0.1% | +$417 | 0.53% | 58 |
|
|
2021
Q4 | $637K | Buy |
+10,050
| New | +$637K | 0.58% | 47 |
|