SMWM
Silvia McColl Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Sell |
8,752
-105
| -1% | -$7.29K | 0.44% | 55 |
|
|
2025
Q1 | $547K | Sell |
8,857
-100
| -1% | -$6.17K | 0.41% | 59 |
|
|
2024
Q4 | $530K | Sell |
8,957
-57
| -0.6% | -$3.37K | 0.4% | 59 |
|
|
2024
Q3 | $480K | Hold |
9,014
| – | – | 0.36% | 64 |
|
|
2024
Q2 | $428K | Sell |
9,014
-33
| -0.4% | -$1.57K | 0.35% | 61 |
|
|
2024
Q1 | $445K | Sell |
9,047
-27
| -0.3% | -$1.33K | 0.38% | 62 |
|
|
2023
Q4 | $458K | Sell |
9,074
-380
| -4% | -$19.2K | 0.41% | 58 |
|
|
2023
Q3 | $508K | Hold |
9,454
| – | – | 0.51% | 43 |
|
|
2023
Q2 | $489K | Buy |
9,454
+387
| +4% | +$20K | 0.45% | 54 |
|
|
2023
Q1 | $474K | Buy |
9,067
+176
| +2% | +$9.2K | 0.47% | 52 |
|
|
2022
Q4 | $424K | Buy |
+8,891
| New | +$424K | 0.42% | 59 |
|