SWM
Silverlake Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $637K | Buy |
9,176
+944
| +11% | +$65.5K | 0.19% | 139 |
|
|
2025
Q1 | $508K | Buy |
8,232
+296
| +4% | +$18.3K | 0.19% | 123 |
|
|
2024
Q4 | $470K | Sell |
7,936
-2,372
| -23% | -$140K | 0.18% | 137 |
|
|
2024
Q3 | $549K | Sell |
10,308
-321
| -3% | -$17.1K | 0.21% | 113 |
|
|
2024
Q2 | $505K | Buy |
10,629
+484
| +5% | +$23K | 0.21% | 114 |
|
|
2024
Q1 | $506K | Sell |
10,145
-8,148
| -45% | -$407K | 0.26% | 98 |
|
|
2023
Q4 | $924K | Sell |
18,293
-1,502
| -8% | -$75.9K | 0.51% | 50 |
|
|
2023
Q3 | $1.06M | Sell |
19,795
-573
| -3% | -$30.8K | 0.6% | 42 |
|
|
2023
Q2 | $1.05M | Sell |
20,368
-312
| -2% | -$16.1K | 0.59% | 41 |
|
|
2023
Q1 | $1.08M | Buy |
20,680
+130
| +0.6% | +$6.8K | 0.66% | 38 |
|
|
2022
Q4 | $979K | Buy |
20,550
+67
| +0.3% | +$3.19K | 0.61% | 42 |
|
|
2022
Q3 | $819K | Sell |
20,483
-408
| -2% | -$16.3K | 0.55% | 45 |
|
|
2022
Q2 | $891K | Sell |
20,891
-9
| -0% | -$384 | 0.58% | 45 |
|
|
2022
Q1 | $1.17M | Sell |
20,900
-368
| -2% | -$20.5K | 0.67% | 39 |
|
|
2021
Q4 | $1.35M | Buy |
+21,268
| New | +$1.35M | 0.72% | 35 |
|