Spartan Planning & Wealth Management’s Cisco CSCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$508K Sell
2025
Q2
$517K Buy
2025
Q1
$439K Sell
2024
Q4
$427K Buy
2023
Q4
$101 Sell
2023
Q3
$437K Buy
2022
Q4
$219K Buy
2022
Q3
$0 Hold
2022
Q2
$0 Sell
2022
Q1
$333K Buy