SW
Simplicity Wealth’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.18M | Buy |
74,699
+35,670
| +91% | +$2.47M | 0.22% | 109 |
|
|
2025
Q1 | $2.41M | Buy |
39,029
+31,303
| +405% | +$1.93M | 0.19% | 134 |
|
|
2024
Q4 | $457K | Sell |
7,726
-16,112
| -68% | -$954K | 0.1% | 179 |
|
|
2024
Q3 | $1.27M | Sell |
23,838
-137,839
| -85% | -$7.34M | 0.12% | 160 |
|
|
2024
Q2 | $7.68M | Sell |
161,677
-3,964
| -2% | -$188K | 0.17% | 118 |
|
|
2024
Q1 | $8.27M | Buy |
+165,641
| New | +$8.27M | 0.2% | 101 |
|