SPWM
Spartan Planning & Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Buy |
7,458
+352
| +5% | +$24.4K | 0.44% | 40 |
|
|
2025
Q1 | $439K | Sell |
7,106
-106
| -1% | -$6.54K | 0.43% | 41 |
|
|
2024
Q4 | $427K | Buy |
+7,212
| New | +$427K | 0.39% | 42 |
|
|
2023
Q4 | $101 | Sell |
2
-8,119
| -100% | -$410K | ﹤0.01% | 189 |
|
|
2023
Q3 | $437K | Buy |
+8,121
| New | +$437K | 0.51% | 30 |
|
|
2022
Q4 | $219K | Buy |
4,597
+4,593
| +114,825% | +$219K | 0.27% | 58 |
|
|
2022
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 85 |
|
|
2022
Q2 | $0 | Sell |
4
-5,968
| -100% | – | ﹤0.01% | 107 |
|
|
2022
Q1 | $333K | Buy |
+5,972
| New | +$333K | 0.42% | 31 |
|