SWG
Summit Wealth Group’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
4,219
+466
| +12% | +$32.4K | 0.08% | 92 |
|
|
2025
Q1 | $232K | Sell |
3,753
-122
| -3% | -$7.54K | 0.07% | 93 |
|
|
2024
Q4 | $229K | Sell |
3,875
-440
| -10% | -$26K | 0.07% | 93 |
|
|
2024
Q3 | $230K | Sell |
4,315
-1,448
| -25% | -$77.2K | 0.07% | 90 |
|
|
2024
Q2 | $274K | Buy |
5,763
+276
| +5% | +$13.1K | 0.08% | 73 |
|
|
2024
Q1 | $274K | Buy |
5,487
+22
| +0.4% | +$1.1K | 0.19% | 35 |
|
|
2023
Q4 | $276K | Sell |
5,465
-1,120
| -17% | -$56.6K | 0.22% | 31 |
|
|
2023
Q3 | $354K | Buy |
+6,585
| New | +$354K | 0.32% | 27 |
|
|
2023
Q2 | – | Sell |
-138,634
| Closed | -$3K | – | 116 |
|
|
2023
Q1 | $3K | Buy |
+138,634
| New | +$3K | 0.07% | 65 |
|
|
2021
Q3 | – | Sell |
-2,401
| Closed | -$127K | – | 85 |
|
|
2021
Q2 | $127K | Buy |
2,401
+78
| +3% | +$4.13K | 0.19% | 35 |
|
|
2021
Q1 | $120K | Buy |
+2,323
| New | +$120K | 0.19% | 29 |
|