TWM
Trueblood Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Hold |
7,040
| – | – | 0.2% | 143 |
|
|
2025
Q1 | $434K | Hold |
7,040
| – | – | 0.2% | 143 |
|
|
2024
Q4 | $417K | Hold |
7,040
| – | – | 0.21% | 151 |
|
|
2024
Q3 | $375K | Sell |
7,040
-1,261
| -15% | -$67.1K | 0.19% | 155 |
|
|
2024
Q2 | $394K | Sell |
8,301
-886
| -10% | -$42.1K | 0.22% | 132 |
|
|
2024
Q1 | $459K | Buy |
9,187
+370
| +4% | +$18.5K | 0.26% | 111 |
|
|
2023
Q4 | $445K | Buy |
+8,817
| New | +$445K | 0.28% | 109 |
|