SWM
Spire Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Sell |
38,362
-7,599
| -17% | -$522K | 0.09% | 183 |
|
|
2025
Q1 | $2.84M | Buy |
45,961
+2,972
| +7% | +$183K | 0.09% | 211 |
|
|
2024
Q4 | $2.54M | Buy |
42,989
+16,987
| +65% | +$1.01M | 0.08% | 214 |
|
|
2024
Q3 | $1.38M | Sell |
26,002
-6,140
| -19% | -$327K | 0.05% | 306 |
|
|
2024
Q2 | $1.53M | Sell |
32,142
-82,002
| -72% | -$3.9M | 0.05% | 271 |
|
|
2024
Q1 | $5.7M | Buy |
114,144
+5,552
| +5% | +$277K | 0.1% | 141 |
|
|
2023
Q4 | $5.57M | Buy |
108,592
+75,506
| +228% | +$3.87M | 0.18% | 122 |
|
|
2023
Q3 | $1.78M | Buy |
33,086
+919
| +3% | +$49.4K | 0.07% | 236 |
|
|
2023
Q2 | $1.66M | Sell |
32,167
-2,506
| -7% | -$130K | 0.06% | 261 |
|
|
2023
Q1 | $1.81M | Buy |
34,673
+7,840
| +29% | +$410K | 0.07% | 239 |
|
|
2022
Q4 | $1.28M | Buy |
26,833
+1,998
| +8% | +$95.2K | 0.07% | 208 |
|
|
2022
Q3 | $993K | Sell |
24,835
-28,579
| -54% | -$1.14M | 0.06% | 212 |
|
|
2022
Q2 | $2.28M | Sell |
53,414
-16,349
| -23% | -$697K | 0.09% | 185 |
|
|
2022
Q1 | $3.89M | Sell |
69,763
-16,592
| -19% | -$925K | 0.1% | 184 |
|
|
2021
Q4 | $5.47M | Buy |
86,355
+6,867
| +9% | +$435K | 0.12% | 166 |
|
|
2021
Q3 | $4.33M | Buy |
79,488
+235
| +0.3% | +$12.8K | 0.11% | 171 |
|
|
2021
Q2 | $4.2M | Sell |
79,253
-11,310
| -12% | -$599K | 0.11% | 179 |
|
|
2021
Q1 | $4.7M | Buy |
+90,563
| New | +$4.7M | 0.12% | 168 |
|