UWPG
Ullmann Wealth Partners Group’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Buy |
5,526
+464
| +9% | +$32.2K | 0.05% | 107 |
|
|
2025
Q1 | $312K | Buy |
5,062
+987
| +24% | +$60.9K | 0.04% | 111 |
|
|
2024
Q4 | $241K | Buy |
4,075
+73
| +2% | +$4.32K | 0.03% | 119 |
|
|
2024
Q3 | $213K | Sell |
4,002
-785
| -16% | -$41.8K | 0.03% | 125 |
|
|
2024
Q2 | $227K | Sell |
4,787
-291
| -6% | -$13.8K | 0.03% | 104 |
|
|
2024
Q1 | $253K | Buy |
5,078
+401
| +9% | +$20K | 0.04% | 99 |
|
|
2023
Q4 | $236K | Sell |
4,677
-450
| -9% | -$22.7K | 0.04% | 95 |
|
|
2023
Q3 | $276K | Buy |
5,127
+595
| +13% | +$32K | 0.05% | 87 |
|
|
2023
Q2 | $234K | Buy |
4,532
+486
| +12% | +$25.1K | 0.05% | 93 |
|
|
2023
Q1 | $212K | Buy |
+4,046
| New | +$212K | 0.05% | 88 |
|
|
2017
Q2 | – | Sell |
-535
| Closed | -$18K | – | 159 |
|
|
2017
Q1 | $18K | Buy |
+535
| New | +$18K | 0.01% | 111 |
|