YWM
Yoder Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Buy |
3,802
+244
| +7% | +$16.9K | 0.14% | 94 |
|
|
2025
Q1 | $220K | Sell |
3,558
-36
| -1% | -$2.22K | 0.12% | 103 |
|
|
2024
Q4 | $213K | Buy |
+3,594
| New | +$213K | 0.12% | 105 |
|
|
2023
Q4 | – | Sell |
-3,765
| Closed | -$202K | – | 98 |
|
|
2023
Q3 | $202K | Buy |
+3,765
| New | +$202K | 0.17% | 76 |
|