Vertex Planning Partners’s Cisco CSCO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$292K Sell
4,204
-54
-1% -$3.75K 0.06% 152
2025
Q1
$263K Buy
4,258
+148
+4% +$9.13K 0.06% 156
2024
Q4
$243K Buy
+4,110
New +$243K 0.05% 166