SWIG
Strategic Wealth Investment Group’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,103
| Closed | -$776K | – | 63 |
|
|
2024
Q4 | $776K | Sell |
13,103
-4,796
| -27% | -$284K | 0.09% | 79 |
|
|
2024
Q3 | $944K | Sell |
17,899
-102,877
| -85% | -$5.43M | 0.1% | 80 |
|
|
2024
Q2 | $5.74M | Buy |
+120,776
| New | +$5.74M | 0.73% | 54 |
|
|
2023
Q4 | $6.71M | Buy |
132,778
+6,414
| +5% | +$324K | 1.01% | 32 |
|
|
2023
Q3 | $6.79M | Buy |
126,364
+3,839
| +3% | +$206K | 1.23% | 28 |
|
|
2023
Q2 | $6.34M | Buy |
122,525
+15,916
| +15% | +$823K | 1.01% | 29 |
|
|
2023
Q1 | $5.57M | Buy |
106,609
+18,045
| +20% | +$943K | 1.03% | 30 |
|
|
2022
Q4 | $4.15M | Buy |
88,564
+15,764
| +22% | +$739K | 0.96% | 33 |
|
|
2022
Q3 | $2.91M | Buy |
72,800
+7,757
| +12% | +$310K | 0.84% | 36 |
|
|
2022
Q2 | $2.77M | Buy |
65,043
+27,228
| +72% | +$1.16M | 0.69% | 44 |
|
|
2022
Q1 | $2.11M | Buy |
37,815
+10,147
| +37% | +$566K | 0.5% | 45 |
|
|
2021
Q4 | $1.75M | Buy |
27,668
+10,359
| +60% | +$656K | 0.46% | 45 |
|
|
2021
Q3 | $940K | Buy |
17,309
+13,193
| +321% | +$716K | 0.28% | 50 |
|
|
2021
Q2 | $218K | Buy |
+4,116
| New | +$218K | 0.08% | 75 |
|