JWM

Janiczek Wealth Management’s Cisco CSCO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$767K	Sell	16,153 -2,957	-15%	-$140K	0.16%	58
2024 Q1	$954K	Buy	19,110 +2,214	+13%	+$111K	0.2%	46
2023 Q4	$854K	Buy	16,896 +1,109	+7%	+$56K	0.21%	43
2023 Q3	$849K	Buy	15,787 +1,131	+8%	+$60.8K	0.22%	43
2023 Q2	$758K	Sell	14,656 -743	-5%	-$38.4K	0.21%	40
2023 Q1	$780K	Sell	15,399 -101	-0.7%	-$5.12K	0.22%	37
2022 Q4	$761K	Buy	15,500 +4,988	+47%	+$245K	0.21%	41
2022 Q3	$421K	Sell	10,512 -2,155	-17%	-$86.3K	0.14%	51
2022 Q2	$575K	Buy	12,667 +2,930	+30%	+$133K	0.17%	43
2022 Q1	$543K	Buy	9,737 +65	+0.7%	+$3.63K	0.15%	48
2021 Q4	$613K	Buy	9,672 +43	+0.4%	+$2.73K	0.18%	43
2021 Q3	$524K	Buy	9,629 +1,325	+16%	+$72.1K	0.19%	42
2021 Q2	$440K	Buy	8,304 +725	+10%	+$38.4K	0.16%	43
2021 Q1	$392K	Buy	7,579 +1,026	+16%	+$53.1K	0.16%	44
2020 Q4	$293K	Buy	6,553 +2,302	+54%	+$103K	0.14%	43
2020 Q3	$167K	Buy	4,251 +406	+11%	+$16K	0.09%	50
2020 Q2	$179K	Buy	3,845 +1,105	+40%	+$51.4K	0.1%	39
2020 Q1	$108K	Hold	2,740	–	–	0.06%	45
2019 Q4	$131K	Hold	2,740	–	–	0.06%	48
2019 Q3	$135K	Buy	2,740 +195	+8%	+$9.61K	0.06%	44
2019 Q2	$139K	Hold	2,545	–	–	0.07%	43
2019 Q1	$137K	Hold	2,545	–	–	0.06%	49
2018 Q4	$110K	Hold	2,545	–	–	0.06%	56
2018 Q3	$124K	Hold	2,545	–	–	0.06%	48
2018 Q2	$110K	Buy	+2,545	New	+$110K	0.06%	49
2017 Q1	–	Sell	-2,145	Closed	-$65K	–	36
2016 Q4	$65K	Buy	+2,145	New	+$65K	0.03%	43