WMS
Wealth Management Solutions’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $576K | Buy |
10,719
+38
| +0.4% | +$2.04K | 0.4% | 29 |
|
|
2023
Q2 | $553K | Buy |
10,681
+596
| +6% | +$30.8K | 0.36% | 33 |
|
|
2023
Q1 | $527K | Buy |
10,085
+241
| +2% | +$12.6K | 0.3% | 36 |
|
|
2022
Q4 | $469K | Sell |
9,844
-148
| -1% | -$7.05K | 0.25% | 50 |
|
|
2022
Q3 | $400K | Buy |
9,992
+1,072
| +12% | +$42.9K | 0.23% | 46 |
|
|
2022
Q2 | $380K | Sell |
8,920
-1,983
| -18% | -$84.5K | 0.21% | 54 |
|
|
2022
Q1 | $608K | Buy |
10,903
+6
| +0.1% | +$335 | 0.32% | 45 |
|
|
2021
Q4 | $691K | Buy |
+10,897
| New | +$691K | 0.36% | 47 |
|