SSWM
Strait & Sound Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Sell |
6,957
-395
| -5% | -$27.4K | 0.21% | 91 |
|
|
2025
Q1 | $454K | Sell |
7,352
-920
| -11% | -$56.8K | 0.21% | 86 |
|
|
2024
Q4 | $490K | Sell |
8,272
-700
| -8% | -$41.4K | 0.23% | 80 |
|
|
2024
Q3 | $477K | Sell |
8,972
-9,760
| -52% | -$519K | 0.23% | 80 |
|
|
2024
Q2 | $890K | Sell |
18,732
-4,815
| -20% | -$229K | 0.45% | 40 |
|
|
2024
Q1 | $1.17M | Buy |
23,547
+251
| +1% | +$12.4K | 0.65% | 27 |
|
|
2023
Q4 | $1.17M | Buy |
23,296
+564
| +2% | +$28.4K | 0.73% | 26 |
|
|
2023
Q3 | $1.22M | Buy |
22,732
+12,085
| +114% | +$650K | 1.05% | 21 |
|
|
2023
Q2 | $551K | Sell |
10,647
-1,851
| -15% | -$95.8K | 0.55% | 42 |
|
|
2023
Q1 | $653K | Sell |
12,498
-300
| -2% | -$15.7K | 0.65% | 39 |
|
|
2022
Q4 | $615K | Buy |
+12,798
| New | +$615K | 0.67% | 38 |
|