SPW
Sonoma Private Wealth’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $713K | Sell |
10,271
-460
| -4% | -$31.9K | 0.87% | 31 |
|
|
2025
Q1 | $662K | Sell |
10,731
-465
| -4% | -$28.7K | 0.92% | 33 |
|
|
2024
Q4 | $663K | Sell |
11,196
-308
| -3% | -$18.2K | 1.07% | 35 |
|
|
2024
Q3 | $612K | Sell |
11,504
-14
| -0.1% | -$745 | 0.95% | 34 |
|
|
2024
Q2 | $547K | Sell |
11,518
-3
| -0% | -$143 | 0.89% | 39 |
|
|
2024
Q1 | $575K | Buy |
11,521
+1,277
| +12% | +$63.7K | 0.93% | 40 |
|
|
2023
Q4 | $518K | Sell |
10,244
-1,278
| -11% | -$64.6K | 0.86% | 45 |
|
|
2023
Q3 | $619K | Sell |
11,522
-61
| -0.5% | -$3.28K | 1.13% | 31 |
|
|
2023
Q2 | $599K | Sell |
11,583
-146
| -1% | -$7.55K | 1.05% | 34 |
|
|
2023
Q1 | $613K | Buy |
11,729
+6,357
| +118% | +$332K | 1.22% | 30 |
|
|
2022
Q4 | $256K | Buy |
+5,372
| New | +$256K | 0.57% | 60 |
|