JWM
Jackson Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Buy |
+7,393
| New | +$513K | 0.06% | 114 |
|
|
2020
Q2 | – | Sell |
-55,383
| Closed | -$2.4M | – | 126 |
|
|
2020
Q1 | $2.4M | Sell |
55,383
-97,379
| -64% | -$4.22M | 0.5% | 44 |
|
|
2019
Q4 | $7.46M | Sell |
152,762
-6,725
| -4% | -$328K | 1.24% | 20 |
|
|
2019
Q3 | $7.36M | Buy |
159,487
+30,924
| +24% | +$1.43M | 1.54% | 14 |
|
|
2019
Q2 | $7.28M | Buy |
128,563
+2,140
| +2% | +$121K | 1.58% | 15 |
|
|
2019
Q1 | $6.83M | Buy |
126,423
+1,306
| +1% | +$70.5K | 1.67% | 16 |
|
|
2018
Q4 | $5.14M | Sell |
125,117
-12,065
| -9% | -$496K | 1.54% | 17 |
|
|
2018
Q3 | $6.67M | Buy |
137,182
+5,206
| +4% | +$253K | 1.4% | 19 |
|
|
2018
Q2 | $5.7M | Sell |
131,976
-62
| -0% | -$2.68K | 1.33% | 23 |
|
|
2018
Q1 | $5.44M | Sell |
132,038
-20,738
| -14% | -$854K | 1.52% | 20 |
|
|
2017
Q4 | $6.06M | Buy |
152,776
+10,866
| +8% | +$431K | 1.54% | 21 |
|
|
2017
Q3 | $4.76M | Buy |
141,910
+8,185
| +6% | +$275K | 1.29% | 19 |
|
|
2017
Q2 | $4.23M | Buy |
133,725
+14,364
| +12% | +$455K | 1.34% | 15 |
|
|
2017
Q1 | $3.93M | Buy |
119,361
+3,487
| +3% | +$115K | 1.42% | 16 |
|
|
2016
Q4 | $3.48M | Buy |
115,874
+74,102
| +177% | +$2.22M | 1.36% | 17 |
|
|
2016
Q3 | $1.27M | Sell |
41,772
-745
| -2% | -$22.7K | 0.48% | 48 |
|
|
2016
Q2 | $1.22M | Sell |
42,517
-1,620
| -4% | -$46.5K | 0.45% | 54 |
|
|
2016
Q1 | $1.22M | Buy |
+44,137
| New | +$1.22M | 0.47% | 51 |
|