TWD
True Wealth Design’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.1K | Buy |
520
+69
| +15% | +$4.78K | 0.01% | 257 |
|
|
2025
Q1 | $27.8K | Buy |
451
+203
| +82% | +$12.5K | 0.01% | 285 |
|
|
2024
Q4 | $14.7K | Buy |
248
+110
| +80% | +$6.5K | 0.01% | 361 |
|
|
2024
Q3 | $7.35K | Buy |
138
+21
| +18% | +$1.12K | ﹤0.01% | 479 |
|
|
2024
Q2 | $5.56K | Sell |
117
-15,835
| -99% | -$752K | ﹤0.01% | 272 |
|
|
2024
Q1 | $796K | Buy |
15,952
+698
| +5% | +$34.8K | 0.2% | 90 |
|
|
2023
Q4 | $771K | Buy |
15,254
+102
| +0.7% | +$5.15K | 0.22% | 86 |
|
|
2023
Q3 | $815K | Sell |
15,152
-1,188
| -7% | -$63.9K | 0.27% | 44 |
|
|
2023
Q2 | $845K | Sell |
16,340
-132
| -0.8% | -$6.83K | 0.31% | 48 |
|
|
2023
Q1 | $861K | Sell |
16,472
-23
| -0.1% | -$1.2K | 0.36% | 40 |
|
|
2022
Q4 | $786K | Buy |
+16,495
| New | +$786K | 0.36% | 53 |
|