TCWA
Turtle Creek Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $660K | Sell |
9,509
-760
| -7% | -$52.7K | 0.08% | 147 |
|
|
2025
Q1 | $634K | Buy |
+10,269
| New | +$634K | 0.09% | 99 |
|
|
2024
Q4 | – | Sell |
-5,454
| Closed | -$290K | – | 96 |
|
|
2024
Q3 | $290K | Buy |
5,454
+768
| +16% | +$40.9K | 0.06% | 137 |
|
|
2024
Q2 | $223K | Buy |
+4,686
| New | +$223K | 0.05% | 142 |
|
|
2024
Q1 | – | Sell |
-57,574
| Closed | -$2.91M | – | 334 |
|
|
2023
Q4 | $2.91M | Buy |
+57,574
| New | +$2.91M | 0.86% | 37 |
|