TWM
TriaGen Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Buy |
6,672
+423
| +7% | +$29.4K | 0.14% | 119 |
|
|
2025
Q1 | $386K | Sell |
6,249
-174
| -3% | -$10.7K | 0.14% | 122 |
|
|
2024
Q4 | $380K | Buy |
6,423
+2
| +0% | +$118 | 0.13% | 122 |
|
|
2024
Q3 | $342K | Sell |
6,421
-36
| -0.6% | -$1.92K | 0.11% | 135 |
|
|
2024
Q2 | $307K | Buy |
6,457
+31
| +0.5% | +$1.47K | 0.12% | 134 |
|
|
2024
Q1 | $321K | Sell |
6,426
-997
| -13% | -$49.8K | 0.13% | 129 |
|
|
2023
Q4 | $375K | Buy |
7,423
+2
| +0% | +$101 | 0.18% | 111 |
|
|
2023
Q3 | $399K | Buy |
7,421
+403
| +6% | +$21.7K | 0.2% | 99 |
|
|
2023
Q2 | $363K | Buy |
7,018
+1,003
| +17% | +$51.9K | 0.17% | 115 |
|
|
2023
Q1 | $314K | Buy |
6,015
+157
| +3% | +$8.21K | 0.16% | 119 |
|
|
2022
Q4 | $279K | Buy |
5,858
+3
| +0.1% | +$143 | 0.16% | 134 |
|
|
2022
Q3 | $234K | Buy |
5,855
+2
| +0% | +$80 | 0.13% | 142 |
|
|
2022
Q2 | $250K | Sell |
5,853
-27,338
| -82% | -$1.17M | 0.18% | 128 |
|
|
2022
Q1 | $1.85M | Sell |
33,191
-3,667
| -10% | -$205K | 0.96% | 39 |
|
|
2021
Q4 | $2.34M | Buy |
36,858
+31,187
| +550% | +$1.98M | 1.15% | 18 |
|
|
2021
Q3 | $309K | Sell |
5,671
-68
| -1% | -$3.71K | 0.17% | 141 |
|
|
2021
Q2 | $318K | Sell |
5,739
-100
| -2% | -$5.54K | 0.16% | 143 |
|
|
2021
Q1 | $302K | Hold |
5,839
| – | – | 0.17% | 131 |
|
|
2020
Q4 | $261K | Buy |
+5,839
| New | +$261K | 0.15% | 142 |
|