SWRP
Summit Wealth & Retirement Planning’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Hold |
4,949
| – | – | 0.09% | 70 |
|
|
2025
Q1 | $305K | Buy |
4,949
+2
| +0% | +$123 | 0.09% | 59 |
|
|
2024
Q4 | $293K | Buy |
4,947
+2
| +0% | +$118 | 0.09% | 58 |
|
|
2024
Q3 | $263K | Buy |
4,945
+2
| +0% | +$106 | 0.08% | 55 |
|
|
2024
Q2 | $235K | Buy |
4,943
+2
| +0% | +$95 | 0.08% | 59 |
|
|
2024
Q1 | $247K | Buy |
+4,941
| New | +$247K | 0.09% | 56 |
|
|
2019
Q3 | – | Sell |
-4,415
| Closed | -$242K | – | 121 |
|
|
2019
Q2 | $242K | Hold |
4,415
| – | – | 0.14% | 120 |
|
|
2019
Q1 | $238K | Buy |
+4,415
| New | +$238K | 0.14% | 121 |
|