SWM
Sterling Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $966K | Buy |
+13,920
| New | +$966K | 0.33% | 41 |
|
|
2024
Q4 | $1.08M | Sell |
18,197
-400
| -2% | -$23.7K | 0.4% | 39 |
|
|
2024
Q3 | $990K | Buy |
18,597
+1,200
| +7% | +$63.9K | 0.37% | 40 |
|
|
2024
Q2 | $827K | Hold |
17,397
| – | – | 0.39% | 39 |
|
|
2024
Q1 | $868K | Hold |
17,397
| – | – | 0.43% | 35 |
|
|
2023
Q4 | $879K | Buy |
+17,397
| New | +$879K | 0.49% | 31 |
|