JWCA
J.W. Coons Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.1M | Hold |
59,158
| – | – | 0.93% | 28 |
|
|
2025
Q1 | $3.65M | Buy |
59,158
+964
| +2% | +$59.5K | 0.96% | 27 |
|
|
2024
Q4 | $3.45M | Sell |
58,194
-920
| -2% | -$54.5K | 0.88% | 30 |
|
|
2024
Q3 | $3.15M | Hold |
59,114
| – | – | 0.79% | 38 |
|
|
2024
Q2 | $2.81M | Sell |
59,114
-50
| -0.1% | -$2.38K | 0.68% | 38 |
|
|
2024
Q1 | $2.95M | Sell |
59,164
-50
| -0.1% | -$2.5K | 0.67% | 37 |
|
|
2023
Q4 | $2.99M | Hold |
59,214
| – | – | 0.81% | 30 |
|
|
2023
Q3 | $3.18M | Sell |
59,214
-11,400
| -16% | -$613K | 0.92% | 25 |
|
|
2023
Q2 | $3.65M | Hold |
70,614
| – | – | 1% | 22 |
|
|
2023
Q1 | $3.69M | Sell |
70,614
-485
| -0.7% | -$25.4K | 1.06% | 20 |
|
|
2022
Q4 | $3.39M | Buy |
71,099
+6,279
| +10% | +$299K | 1.01% | 24 |
|
|
2022
Q3 | $2.59M | Buy |
64,820
+3,799
| +6% | +$152K | 0.98% | 31 |
|
|
2022
Q2 | $2.6M | Sell |
61,021
-6,326
| -9% | -$270K | 0.92% | 31 |
|
|
2022
Q1 | $3.76M | Buy |
67,347
+5,561
| +9% | +$310K | 1.12% | 18 |
|
|
2021
Q4 | $3.91M | Sell |
61,786
-364
| -0.6% | -$23.1K | 1.18% | 15 |
|
|
2021
Q3 | $3.38M | Buy |
62,150
+127
| +0.2% | +$6.91K | 1.16% | 14 |
|
|
2021
Q2 | $3.29M | Sell |
62,023
-2,525
| -4% | -$134K | 1.17% | 15 |
|
|
2021
Q1 | $3.34M | Sell |
64,548
-670
| -1% | -$34.7K | 1.2% | 18 |
|
|
2020
Q4 | $2.91M | Sell |
65,218
-1,521
| -2% | -$67.9K | 1.11% | 21 |
|
|
2020
Q3 | $2.63M | Sell |
66,739
-1,273
| -2% | -$50.2K | 1.09% | 24 |
|
|
2020
Q2 | $3.17M | Sell |
68,012
-1,002
| -1% | -$46.7K | 1.41% | 12 |
|
|
2020
Q1 | $2.72M | Buy |
+69,014
| New | +$2.72M | 1.43% | 11 |
|