TCPWM
Traverso Chambers Private Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $984K | Sell |
19,476
-32
| -0.2% | -$1.62K | 0.24% | 55 |
|
|
2023
Q3 | $1.05M | Buy |
19,508
+540
| +3% | +$29K | 0.28% | 46 |
|
|
2023
Q2 | $981K | Sell |
18,968
-417
| -2% | -$21.6K | 0.26% | 51 |
|
|
2023
Q1 | $1.01M | Sell |
19,385
-84
| -0.4% | -$4.39K | 0.28% | 47 |
|
|
2022
Q4 | $928K | Buy |
19,469
+24
| +0.1% | +$1.14K | 0.27% | 50 |
|
|
2022
Q3 | $778K | Buy |
19,445
+1,005
| +5% | +$40.2K | 0.24% | 54 |
|
|
2022
Q2 | $786K | Buy |
18,440
+1,442
| +8% | +$61.5K | 0.26% | 51 |
|
|
2022
Q1 | $948K | Sell |
16,998
-244
| -1% | -$13.6K | 0.28% | 47 |
|
|
2021
Q4 | $1.09M | Buy |
17,242
+394
| +2% | +$25K | 0.32% | 42 |
|
|
2021
Q3 | $917K | Sell |
16,848
-218
| -1% | -$11.9K | 0.29% | 47 |
|
|
2021
Q2 | $904K | Buy |
17,066
+597
| +4% | +$31.6K | 0.28% | 47 |
|
|
2021
Q1 | $852K | Buy |
16,469
+420
| +3% | +$21.7K | 0.29% | 46 |
|
|
2020
Q4 | $718K | Sell |
16,049
-169
| -1% | -$7.56K | 0.26% | 50 |
|
|
2020
Q3 | $639K | Buy |
16,218
+823
| +5% | +$32.4K | 0.25% | 51 |
|
|
2020
Q2 | $718K | Buy |
15,395
+600
| +4% | +$28K | 0.3% | 45 |
|
|
2020
Q1 | $582K | Buy |
14,795
+121
| +0.8% | +$4.76K | 0.27% | 46 |
|
|
2019
Q4 | $704K | Sell |
14,674
-274
| -2% | -$13.1K | 0.3% | 45 |
|
|
2019
Q3 | $739K | Buy |
14,948
+1,219
| +9% | +$60.3K | 0.35% | 40 |
|
|
2019
Q2 | $766K | Sell |
13,729
-94
| -0.7% | -$5.25K | 0.37% | 38 |
|
|
2019
Q1 | $746K | Sell |
13,823
-451
| -3% | -$24.3K | 0.37% | 39 |
|
|
2018
Q4 | $618K | Buy |
+14,274
| New | +$618K | 0.33% | 43 |
|