SRWM
Shira Ridge Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Buy |
5,061
+651
| +15% | +$45.2K | 0.16% | 57 |
|
|
2025
Q1 | $272K | Buy |
4,410
+164
| +4% | +$10.1K | 0.14% | 63 |
|
|
2024
Q4 | $251K | Buy |
4,246
+19
| +0.4% | +$1.13K | 0.12% | 65 |
|
|
2024
Q3 | $225K | Buy |
+4,227
| New | +$225K | 0.11% | 72 |
|
|
2024
Q2 | – | Sell |
-6,519
| Closed | -$325K | – | 76 |
|
|
2024
Q1 | $325K | Sell |
6,519
-142
| -2% | -$7.09K | 0.19% | 61 |
|
|
2023
Q4 | $337K | Buy |
6,661
+2,121
| +47% | +$107K | 0.2% | 58 |
|
|
2023
Q3 | $244K | Sell |
4,540
-1,465
| -24% | -$78.8K | 0.16% | 62 |
|
|
2023
Q2 | $311K | Buy |
6,005
+1,068
| +22% | +$55.3K | 0.19% | 57 |
|
|
2023
Q1 | $258K | Buy |
+4,937
| New | +$258K | 0.17% | 59 |
|