TBWA
Three Bridge Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
+3,918
| New | +$272K | 0.07% | 97 |
|
|
2024
Q4 | – | Sell |
-11,319
| Closed | -$602K | – | 96 |
|
|
2024
Q3 | $602K | Sell |
11,319
-201
| -2% | -$10.7K | 0.22% | 53 |
|
|
2024
Q2 | $547K | Sell |
11,520
-1,602
| -12% | -$76.1K | 0.22% | 56 |
|
|
2024
Q1 | $655K | Sell |
13,122
-728
| -5% | -$36.3K | 0.26% | 55 |
|
|
2023
Q4 | $700K | Sell |
13,850
-1,501
| -10% | -$75.8K | 0.24% | 51 |
|
|
2023
Q3 | $825K | Sell |
15,351
-2,275
| -13% | -$122K | 0.34% | 49 |
|
|
2023
Q2 | $912K | Sell |
17,626
-1,094
| -6% | -$56.6K | 0.39% | 48 |
|
|
2023
Q1 | $979K | Sell |
18,720
-342
| -2% | -$17.9K | 0.45% | 44 |
|
|
2022
Q4 | $908K | Sell |
19,062
-449
| -2% | -$21.4K | 0.49% | 39 |
|
|
2022
Q3 | $780K | Sell |
19,511
-572
| -3% | -$22.9K | 0.4% | 47 |
|
|
2022
Q2 | $856K | Sell |
20,083
-594
| -3% | -$25.3K | 0.42% | 45 |
|
|
2022
Q1 | $1.15M | Buy |
+20,677
| New | +$1.15M | 0.32% | 40 |
|