WA
Wealthstream Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Sell |
3,154
-533
| -14% | -$37K | 0.04% | 155 |
|
|
2025
Q1 | $228K | Buy |
3,687
+191
| +5% | +$11.8K | 0.04% | 136 |
|
|
2024
Q4 | $207K | Buy |
+3,496
| New | +$207K | 0.04% | 146 |
|
|
2024
Q1 | – | Sell |
-6,618
| Closed | -$334K | – | 158 |
|
|
2023
Q4 | $334K | Buy |
6,618
+2,728
| +70% | +$138K | 0.14% | 90 |
|
|
2023
Q3 | $209K | Buy |
+3,890
| New | +$209K | 0.11% | 99 |
|
|
2023
Q2 | – | Sell |
-4,111
| Closed | -$215K | – | 98 |
|
|
2023
Q1 | $215K | Buy |
+4,111
| New | +$215K | 0.13% | 70 |
|