JWM
Jeppson Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.07M | Sell |
58,620
-275
| -0.5% | -$19.1K | 1.41% | 12 |
|
|
2025
Q1 | $3.63M | Sell |
58,895
-321
| -0.5% | -$19.8K | 1.33% | 15 |
|
|
2024
Q4 | $3.51M | Sell |
59,216
-636
| -1% | -$37.7K | 1.27% | 14 |
|
|
2024
Q3 | $3.19M | Buy |
59,852
+65
| +0.1% | +$3.46K | 1.14% | 16 |
|
|
2024
Q2 | $2.84M | Sell |
59,787
-161
| -0.3% | -$7.65K | 1.08% | 19 |
|
|
2024
Q1 | $2.99M | Sell |
59,948
-317
| -0.5% | -$15.8K | 1.16% | 16 |
|
|
2023
Q4 | $3.04M | Buy |
60,265
+97
| +0.2% | +$4.9K | 1.26% | 14 |
|
|
2023
Q3 | $3.23M | Sell |
60,168
-284
| -0.5% | -$15.3K | 1.48% | 11 |
|
|
2023
Q2 | $3.13M | Sell |
60,452
-304
| -0.5% | -$15.7K | 1.36% | 14 |
|
|
2023
Q1 | $3.18M | Sell |
60,756
-522
| -0.9% | -$27.3K | 1.38% | 12 |
|
|
2022
Q4 | $2.92M | Buy |
61,278
+1,451
| +2% | +$69.1K | 1.23% | 15 |
|
|
2022
Q3 | $2.39M | Sell |
59,827
-1,926
| -3% | -$77K | 1.08% | 17 |
|
|
2022
Q2 | $2.63M | Buy |
61,753
+3,908
| +7% | +$167K | 1.13% | 15 |
|
|
2022
Q1 | $3.23M | Buy |
57,845
+1,719
| +3% | +$95.8K | 1.5% | 12 |
|
|
2021
Q4 | $3.56M | Sell |
56,126
-441
| -0.8% | -$27.9K | 1.72% | 10 |
|
|
2021
Q3 | $3.08M | Sell |
56,567
-30
| -0.1% | -$1.63K | 1.6% | 10 |
|
|
2021
Q2 | $3M | Sell |
56,597
-178
| -0.3% | -$9.43K | 1.64% | 10 |
|
|
2021
Q1 | $2.94M | Sell |
56,775
-1,060
| -2% | -$54.8K | 1.75% | 9 |
|
|
2020
Q4 | $2.59M | Buy |
57,835
+5,545
| +11% | +$248K | 1.72% | 10 |
|
|
2020
Q3 | $2.06M | Buy |
+52,290
| New | +$2.06M | 1.61% | 8 |
|