9WM
9258 Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.71M | Sell |
50,889
-1,071
| -2% | -$57K | 0.4% | 47 |
|
|
2024
Q2 | $2.47M | Buy |
51,960
+327
| +0.6% | +$15.5K | 0.38% | 52 |
|
|
2024
Q1 | $2.58M | Buy |
51,633
+987
| +2% | +$49.3K | 0.4% | 53 |
|
|
2023
Q4 | $2.56M | Sell |
50,646
-3,496
| -6% | -$177K | 0.45% | 48 |
|
|
2023
Q3 | $2.91M | Buy |
54,142
+764
| +1% | +$41.1K | 0.57% | 37 |
|
|
2023
Q2 | $2.76M | Sell |
53,378
-165
| -0.3% | -$8.54K | 0.52% | 40 |
|
|
2023
Q1 | $2.8M | Buy |
53,543
+717
| +1% | +$37.5K | 0.57% | 38 |
|
|
2022
Q4 | $2.52M | Sell |
52,826
-3,475
| -6% | -$166K | 0.54% | 39 |
|
|
2022
Q3 | $2.25M | Sell |
56,301
-2,630
| -4% | -$105K | 0.58% | 37 |
|
|
2022
Q2 | $2.51M | Buy |
58,931
+1,277
| +2% | +$54.5K | 0.64% | 33 |
|
|
2022
Q1 | $3.22M | Sell |
57,654
-98
| -0.2% | -$5.47K | 0.75% | 24 |
|
|
2021
Q4 | $3.66M | Buy |
57,752
+3,745
| +7% | +$237K | 0.84% | 21 |
|
|
2021
Q3 | $2.94M | Buy |
54,007
+691
| +1% | +$37.6K | 0.78% | 21 |
|
|
2021
Q2 | $2.83M | Buy |
53,316
+367
| +0.7% | +$19.5K | 0.76% | 20 |
|
|
2021
Q1 | $2.74M | Sell |
52,949
-4,326
| -8% | -$224K | 0.82% | 20 |
|
|
2020
Q4 | $2.56M | Sell |
57,275
-2,880
| -5% | -$129K | 0.84% | 20 |
|
|
2020
Q3 | $2.16M | Buy |
60,155
+27,032
| +82% | +$971K | 0.82% | 20 |
|
|
2020
Q2 | $1.55M | Buy |
33,123
+1,810
| +6% | +$84.4K | 0.63% | 30 |
|
|
2020
Q1 | $1.35M | Buy |
31,313
+4,284
| +16% | +$184K | 0.59% | 33 |
|
|
2019
Q4 | $1.3M | Buy |
27,029
+5,941
| +28% | +$285K | 0.48% | 50 |
|
|
2019
Q3 | $1.04M | Buy |
21,088
+1,324
| +7% | +$65.4K | 0.81% | 33 |
|
|
2019
Q2 | $1.08M | Buy |
19,764
+29
| +0.1% | +$1.59K | 0.87% | 33 |
|
|
2019
Q1 | $1.07M | Sell |
19,735
-483
| -2% | -$26.1K | 0.9% | 33 |
|
|
2018
Q4 | $876K | Buy |
+20,218
| New | +$876K | 0.85% | 34 |
|