SWP
Semus Wealth Partners’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Buy |
5,938
+43
| +0.7% | +$2.98K | 0.27% | 68 |
|
|
2025
Q1 | $364K | Sell |
5,895
-1,117
| -16% | -$68.9K | 0.25% | 70 |
|
|
2024
Q4 | $415K | Sell |
7,012
-663
| -9% | -$39.2K | 0.27% | 65 |
|
|
2024
Q3 | $408K | Sell |
7,675
-787
| -9% | -$41.9K | 0.29% | 70 |
|
|
2024
Q2 | $402K | Sell |
8,462
-398
| -4% | -$18.9K | 0.31% | 62 |
|
|
2024
Q1 | $442K | Sell |
8,860
-333
| -4% | -$16.6K | 0.37% | 60 |
|
|
2023
Q4 | $464K | Buy |
9,193
+286
| +3% | +$14.4K | 0.38% | 59 |
|
|
2023
Q3 | $479K | Sell |
8,907
-1,132
| -11% | -$60.9K | 0.45% | 54 |
|
|
2023
Q2 | $519K | Sell |
10,039
-920
| -8% | -$47.6K | 0.48% | 53 |
|
|
2023
Q1 | $573K | Sell |
10,959
-1,321
| -11% | -$69.1K | 0.62% | 37 |
|
|
2022
Q4 | $585K | Buy |
+12,280
| New | +$585K | 0.71% | 34 |
|