SFG
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Shum Financial Group’s Cisco CSCO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$1.04M Sell
16,857
-730
-4% -$45K 0.9% 39
2024
Q4
$1.04M Sell
17,587
-668
-4% -$39.5K 0.9% 34
2024
Q3
$1.03M Buy
+18,255
New +$1.03M 0.85% 39