SWM
Scissortail Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-79,635
| Closed | -$3.78M | – | 126 |
|
|
2024
Q2 | $3.78M | Buy |
79,635
+2,278
| +3% | +$108K | 0.96% | 37 |
|
|
2024
Q1 | $3.86M | Sell |
77,357
-68,365
| -47% | -$3.41M | 1.02% | 36 |
|
|
2023
Q4 | $7.62M | Buy |
145,722
+73,867
| +103% | +$3.86M | 2.41% | 11 |
|
|
2023
Q3 | $3.8M | Buy |
71,855
+1,084
| +2% | +$57.4K | 3% | 13 |
|
|
2023
Q2 | $3.71M | Buy |
70,771
+5,215
| +8% | +$273K | 3.04% | 14 |
|
|
2023
Q1 | $3.43M | Sell |
65,556
-70,373
| -52% | -$3.68M | 3.09% | 12 |
|
|
2022
Q4 | $6.42M | Buy |
135,929
+75,210
| +124% | +$3.55M | 3.72% | 6 |
|
|
2022
Q3 | $2.71M | Buy |
60,719
+10,277
| +20% | +$458K | 1.41% | 23 |
|
|
2022
Q2 | $3.2M | Sell |
50,442
-7,212
| -13% | -$457K | 1.23% | 27 |
|
|
2022
Q1 | $2.85M | Buy |
57,654
+7,212
| +14% | +$356K | 1.4% | 25 |
|
|
2021
Q4 | $3.2M | Buy |
+50,442
| New | +$3.2M | 1.23% | 27 |
|