DWM
Doyle Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.76M | Buy |
43,885
+1,520
| +4% | +$60.8K | 0.15% | 85 |
|
|
2022
Q2 | $1.81M | Buy |
42,365
+1,026
| +2% | +$43.7K | 0.15% | 86 |
|
|
2022
Q1 | $2.31M | Buy |
41,339
+1,471
| +4% | +$82K | 0.17% | 80 |
|
|
2021
Q4 | $2.53M | Buy |
39,868
+3,452
| +9% | +$219K | 0.18% | 80 |
|
|
2021
Q3 | $1.98M | Buy |
36,416
+1,557
| +4% | +$84.7K | 0.16% | 81 |
|
|
2021
Q2 | $1.85M | Buy |
34,859
+2,534
| +8% | +$134K | 0.15% | 84 |
|
|
2021
Q1 | $1.67M | Buy |
32,325
+4,702
| +17% | +$243K | 0.16% | 83 |
|
|
2020
Q4 | $1.24M | Buy |
27,623
+7,672
| +38% | +$343K | 0.13% | 94 |
|
|
2020
Q3 | $786K | Sell |
19,951
-691
| -3% | -$27.2K | 0.09% | 105 |
|
|
2020
Q2 | $963K | Sell |
20,642
-4,812
| -19% | -$224K | 0.13% | 84 |
|
|
2020
Q1 | $1M | Buy |
25,454
+10
| +0% | +$393 | 0.16% | 70 |
|
|
2019
Q4 | $1.22M | Buy |
25,444
+1,829
| +8% | +$87.7K | 0.15% | 77 |
|
|
2019
Q3 | $1.17M | Buy |
23,615
+117
| +0.5% | +$5.78K | 0.16% | 75 |
|
|
2019
Q2 | $1.29M | Sell |
23,498
-458
| -2% | -$25.1K | 0.18% | 64 |
|
|
2019
Q1 | $1.28M | Buy |
23,956
+1,305
| +6% | +$69.6K | 0.19% | 65 |
|
|
2018
Q4 | $981K | Buy |
22,651
+7,079
| +45% | +$307K | 0.17% | 69 |
|
|
2018
Q3 | $758K | Sell |
15,572
-234
| -1% | -$11.4K | 0.12% | 85 |
|
|
2018
Q2 | $680K | Buy |
15,806
+4,585
| +41% | +$197K | 0.11% | 89 |
|
|
2018
Q1 | $481K | Sell |
11,221
-4,048
| -27% | -$174K | 0.08% | 103 |
|
|
2017
Q4 | $585K | Buy |
15,269
+5,430
| +55% | +$208K | 0.1% | 91 |
|
|
2017
Q3 | $331K | Sell |
9,839
-1,984
| -17% | -$66.7K | 0.06% | 113 |
|
|
2017
Q2 | $370K | Buy |
11,823
+5,484
| +87% | +$172K | 0.07% | 102 |
|
|
2017
Q1 | $214K | Buy |
+6,339
| New | +$214K | 0.04% | 126 |
|