JC
Jentner Corp’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
4,420
+24
| +0.5% | +$1.67K | 0.08% | 47 |
|
|
2025
Q1 | $271K | Buy |
4,396
+22
| +0.5% | +$1.36K | 0.08% | 48 |
|
|
2024
Q4 | $259K | Buy |
4,374
+23
| +0.5% | +$1.36K | 0.08% | 51 |
|
|
2024
Q3 | $232K | Buy |
4,351
+29
| +0.7% | +$1.54K | 0.07% | 53 |
|
|
2024
Q2 | $205K | Buy |
4,322
+27
| +0.6% | +$1.28K | 0.07% | 51 |
|
|
2024
Q1 | $214K | Buy |
4,295
+24
| +0.6% | +$1.2K | 0.08% | 49 |
|
|
2023
Q4 | $216K | Buy |
4,271
+24
| +0.6% | +$1.21K | 0.08% | 48 |
|
|
2023
Q3 | $228K | Buy |
4,247
+24
| +0.6% | +$1.29K | 0.14% | 43 |
|
|
2023
Q2 | $219K | Buy |
4,223
+26
| +0.6% | +$1.35K | 0.14% | 43 |
|
|
2023
Q1 | $219K | Buy |
+4,197
| New | +$219K | 0.15% | 41 |
|
|
2022
Q2 | – | Sell |
-4,096
| Closed | -$228K | – | 37 |
|
|
2022
Q1 | $228K | Buy |
4,096
+20
| +0.5% | +$1.11K | 0.17% | 34 |
|
|
2021
Q4 | $258K | Buy |
4,076
+20
| +0.5% | +$1.27K | 0.17% | 32 |
|
|
2021
Q3 | $221K | Buy |
4,056
+20
| +0.5% | +$1.09K | 0.15% | 32 |
|
|
2021
Q2 | $214K | Buy |
4,036
+22
| +0.5% | +$1.17K | 0.15% | 31 |
|
|
2021
Q1 | $208K | Buy |
+4,014
| New | +$208K | 0.16% | 29 |
|
|
2020
Q3 | – | Sell |
-4,281
| Closed | -$200K | – | 27 |
|
|
2020
Q2 | $200K | Buy |
+4,281
| New | +$200K | 0.23% | 29 |
|
|
2020
Q1 | – | Sell |
-4,191
| Closed | -$201K | – | 28 |
|
|
2019
Q4 | $201K | Hold |
4,191
| – | – | 0.21% | 34 |
|
|
2019
Q3 | $207K | Buy |
+4,191
| New | +$207K | 0.17% | 36 |
|