SWMG
Signature Wealth Management Group’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.29M | Buy |
76,201
+325
| +0.4% | +$22.5K | 2.09% | 10 |
|
|
2025
Q1 | $4.68M | Sell |
75,876
-1,238
| -2% | -$76.4K | 1.82% | 13 |
|
|
2024
Q4 | $4.57M | Sell |
77,114
-408
| -0.5% | -$24.2K | 1.84% | 13 |
|
|
2024
Q3 | $4.13M | Buy |
77,522
+2,374
| +3% | +$126K | 1.65% | 23 |
|
|
2024
Q2 | $3.57M | Buy |
75,148
+3,171
| +4% | +$151K | 1.56% | 26 |
|
|
2024
Q1 | $3.48M | Buy |
71,977
+2,157
| +3% | +$104K | 1.58% | 27 |
|
|
2023
Q4 | $3.53M | Buy |
+69,820
| New | +$3.53M | 1.63% | 26 |
|
|
2023
Q2 | $3.87M | Sell |
74,790
-3,695
| -5% | -$191K | 1.8% | 19 |
|
|
2023
Q1 | $4.1M | Buy |
78,485
+293
| +0.4% | +$15.3K | 1.95% | 14 |
|
|
2022
Q4 | $3.73M | Buy |
78,192
+181
| +0.2% | +$8.62K | 1.82% | 22 |
|
|
2022
Q3 | $3.12M | Buy |
78,011
+2,391
| +3% | +$95.6K | 1.59% | 31 |
|
|
2022
Q2 | $3.22M | Buy |
75,620
+3,963
| +6% | +$169K | 1.57% | 33 |
|
|
2022
Q1 | $4M | Buy |
71,657
+4,019
| +6% | +$224K | 1.8% | 17 |
|
|
2021
Q4 | $4.29M | Sell |
67,638
-1,410
| -2% | -$89.3K | 2.16% | 9 |
|
|
2021
Q3 | $3.76M | Sell |
69,048
-2,638
| -4% | -$144K | 2.09% | 11 |
|
|
2021
Q2 | $3.8M | Sell |
71,686
-1,856
| -3% | -$98.4K | 2.12% | 13 |
|
|
2021
Q1 | $3.8M | Sell |
73,542
-1,804
| -2% | -$93.3K | 2.24% | 9 |
|
|
2020
Q4 | $3.37M | Buy |
75,346
+603
| +0.8% | +$27K | 2.13% | 14 |
|
|
2020
Q3 | $2.94M | Buy |
74,743
+1,364
| +2% | +$53.7K | 2.12% | 19 |
|
|
2020
Q2 | $3.42M | Sell |
73,379
-1,917
| -3% | -$89.4K | 2.62% | 5 |
|
|
2020
Q1 | $2.96M | Buy |
75,296
+69,940
| +1,306% | +$2.75M | 2.6% | 7 |
|
|
2019
Q4 | $257K | Hold |
5,356
| – | – | 0.16% | 78 |
|
|
2019
Q3 | $265K | Sell |
5,356
-158
| -3% | -$7.82K | 0.18% | 73 |
|
|
2019
Q2 | $312K | Sell |
5,514
-438
| -7% | -$24.8K | 0.21% | 70 |
|
|
2019
Q1 | $321K | Sell |
5,952
-910
| -13% | -$49.1K | 0.22% | 68 |
|
|
2018
Q4 | $297K | Sell |
6,862
-82,145
| -92% | -$3.56M | 0.23% | 69 |
|
|
2018
Q3 | $3.9M | Sell |
89,007
-1,915
| -2% | -$84K | 2.9% | 3 |
|
|
2018
Q2 | $3.91M | Buy |
90,922
+25
| +0% | +$1.08K | 2.9% | 4 |
|
|
2018
Q1 | $3.9M | Sell |
90,897
-1,521
| -2% | -$65.2K | 3.01% | 4 |
|
|
2017
Q4 | $3.54M | Buy |
+92,418
| New | +$3.54M | 2.6% | 8 |
|