SW
SMART Wealth’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
+3,110
| New | +$216K | 0.07% | 162 |
|
|
2025
Q1 | – | Sell |
-3,468
| Closed | -$205K | – | 158 |
|
|
2024
Q4 | $205K | Sell |
3,468
-1,421
| -29% | -$84.1K | 0.07% | 140 |
|
|
2024
Q3 | $260K | Sell |
4,889
-2,107
| -30% | -$112K | 0.1% | 116 |
|
|
2024
Q2 | $332K | Buy |
6,996
+1,589
| +29% | +$75.5K | 0.13% | 95 |
|
|
2024
Q1 | $270K | Buy |
+5,407
| New | +$270K | 0.12% | 92 |
|