SWM
Seed Wealth Management’s Cisco CSCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $724K | Sell |
10,430
-362
| -3% | -$25.1K | 0.54% | 47 |
|
2025
Q1 | $666K | Hold |
10,792
| – | – | 0.54% | 52 |
|
2024
Q4 | $639K | Hold |
10,792
| – | – | 0.52% | 50 |
|
2024
Q3 | $574K | Hold |
10,792
| – | – | 0.46% | 58 |
|
2024
Q2 | $513K | Buy |
10,792
+107
| +1% | +$5.08K | 0.45% | 58 |
|
2024
Q1 | $535K | Sell |
10,685
-587
| -5% | -$29.4K | 0.51% | 51 |
|
2023
Q4 | $569K | Hold |
11,272
| – | – | 0.57% | 43 |
|
2023
Q3 | $606K | Hold |
11,272
| – | – | 0.68% | 42 |
|
2023
Q2 | $583K | Hold |
11,272
| – | – | 0.62% | 44 |
|
2023
Q1 | $589K | Hold |
11,272
| – | – | 0.67% | 39 |
|
2022
Q4 | $537K | Buy |
+11,272
| New | +$537K | 0.61% | 38 |
|