TWP
Triad Wealth Partners’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Buy |
7,849
+518
| +7% | +$35.9K | 0.11% | 143 |
|
|
2025
Q1 | $452K | Buy |
7,331
+939
| +15% | +$57.9K | 0.14% | 113 |
|
|
2024
Q4 | $378K | Buy |
+6,392
| New | +$378K | 0.14% | 116 |
|
|
2024
Q3 | – | Sell |
-4,549
| Closed | -$216K | – | 231 |
|
|
2024
Q2 | $216K | Buy |
+4,549
| New | +$216K | 0.11% | 91 |
|