JCM
Jacobsen Capital Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Buy |
8,081
+1,880
| +30% | +$130K | 0.21% | 45 |
|
|
2025
Q1 | $383K | Buy |
6,201
+774
| +14% | +$47.8K | 0.17% | 53 |
|
|
2024
Q4 | $321K | Buy |
5,427
+332
| +7% | +$19.7K | 0.14% | 62 |
|
|
2024
Q3 | $271K | Sell |
5,095
-109
| -2% | -$5.8K | 0.11% | 74 |
|
|
2024
Q2 | $247K | Buy |
5,204
+347
| +7% | +$16.5K | 0.11% | 77 |
|
|
2024
Q1 | $242K | Buy |
4,857
+11
| +0.2% | +$549 | 0.11% | 73 |
|
|
2023
Q4 | $245K | Sell |
4,846
-438
| -8% | -$22.1K | 0.12% | 68 |
|
|
2023
Q3 | $284K | Buy |
5,284
+818
| +18% | +$44K | 0.15% | 60 |
|
|
2023
Q2 | $231K | Sell |
4,466
-2,488
| -36% | -$129K | 0.12% | 66 |
|
|
2023
Q1 | $364K | Buy |
+6,954
| New | +$364K | 0.19% | 47 |
|