JWA
JFS Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
19,564
-136
| -0.7% | -$9.44K | 0.09% | 126 |
|
|
2025
Q1 | $1.22M | Buy |
19,700
+312
| +2% | +$19.3K | 0.08% | 134 |
|
|
2024
Q4 | $1.15M | Sell |
19,388
-484
| -2% | -$28.7K | 0.08% | 131 |
|
|
2024
Q3 | $1.06M | Buy |
19,872
+11,934
| +150% | +$635K | 0.07% | 143 |
|
|
2024
Q2 | $377K | Sell |
7,938
-108
| -1% | -$5.13K | 0.03% | 171 |
|
|
2024
Q1 | $402K | Sell |
8,046
-483
| -6% | -$24.1K | 0.03% | 167 |
|
|
2023
Q4 | $431K | Buy |
8,529
+626
| +8% | +$31.6K | 0.04% | 155 |
|
|
2023
Q3 | $425K | Buy |
7,903
+2,252
| +40% | +$121K | 0.04% | 159 |
|
|
2023
Q2 | $292K | Buy |
5,651
+1
| +0% | +$52 | 0.03% | 181 |
|
|
2023
Q1 | $295K | Buy |
5,650
+242
| +4% | +$12.7K | 0.03% | 177 |
|
|
2022
Q4 | $258K | Buy |
5,408
+230
| +4% | +$11K | 0.03% | 194 |
|
|
2022
Q3 | $207K | Buy |
5,178
+541
| +12% | +$21.6K | 0.02% | 209 |
|
|
2022
Q2 | $198K | Sell |
4,637
-793
| -15% | -$33.9K | 0.02% | 210 |
|
|
2022
Q1 | $303K | Buy |
5,430
+798
| +17% | +$44.5K | 0.03% | 191 |
|
|
2021
Q4 | $294K | Buy |
4,632
+356
| +8% | +$22.6K | 0.03% | 195 |
|
|
2021
Q3 | $233K | Buy |
4,276
+913
| +27% | +$49.8K | 0.02% | 206 |
|
|
2021
Q2 | $178K | Sell |
3,363
-160
| -5% | -$8.47K | 0.03% | 175 |
|
|
2021
Q1 | $182K | Sell |
3,523
-284
| -7% | -$14.7K | 0.04% | 149 |
|
|
2020
Q4 | $170K | Buy |
3,807
+100
| +3% | +$4.47K | 0.04% | 149 |
|
|
2020
Q3 | $146K | Sell |
3,707
-100
| -3% | -$3.94K | 0.03% | 152 |
|
|
2020
Q2 | $178K | Hold |
3,807
| – | – | 0.05% | 144 |
|
|
2020
Q1 | $150K | Buy |
3,807
+427
| +13% | +$16.8K | 0.05% | 145 |
|
|
2019
Q4 | $162K | Buy |
3,380
+291
| +9% | +$13.9K | 0.04% | 152 |
|
|
2019
Q3 | $153K | Buy |
3,089
+140
| +5% | +$6.93K | 0.04% | 159 |
|
|
2019
Q2 | $161K | Hold |
2,949
| – | – | 0.04% | 154 |
|
|
2019
Q1 | $159K | Sell |
2,949
-235
| -7% | -$12.7K | 0.04% | 149 |
|
|
2018
Q4 | $138K | Sell |
3,184
-3,085
| -49% | -$134K | 0.04% | 155 |
|
|
2018
Q3 | $305K | Sell |
6,269
-287
| -4% | -$14K | 0.08% | 115 |
|
|
2018
Q2 | $282K | Buy |
6,556
+17
| +0.3% | +$731 | 0.07% | 115 |
|
|
2018
Q1 | $280K | Buy |
6,539
+462
| +8% | +$19.8K | 0.07% | 120 |
|
|
2017
Q4 | $233K | Buy |
6,077
+4
| +0.1% | +$153 | 0.06% | 126 |
|
|
2017
Q3 | $204K | Sell |
6,073
-720
| -11% | -$24.2K | 0.05% | 126 |
|
|
2017
Q2 | $213K | Sell |
6,793
-452
| -6% | -$14.2K | 0.06% | 114 |
|
|
2017
Q1 | $219K | Hold |
7,245
| – | – | 0.06% | 120 |
|
|
2016
Q4 | $219K | Buy |
7,245
+80
| +1% | +$2.42K | 0.06% | 120 |
|
|
2016
Q3 | $227K | Sell |
7,165
-8,791
| -55% | -$279K | 0.06% | 119 |
|
|
2016
Q2 | $458K | Buy |
15,956
+8,399
| +111% | +$241K | 0.13% | 93 |
|
|
2016
Q1 | $215K | Sell |
7,557
-394
| -5% | -$11.2K | 0.06% | 127 |
|
|
2015
Q4 | $215K | Buy |
7,951
+219
| +3% | +$5.92K | 0.06% | 128 |
|
|
2015
Q3 | $203K | Buy |
7,732
+5,912
| +325% | +$155K | 0.09% | 100 |
|
|
2015
Q2 | $50K | Hold |
1,820
| – | – | 0.03% | 183 |
|
|
2015
Q1 | $50K | Hold |
1,820
| – | – | 0.02% | 181 |
|
|
2014
Q4 | $51K | Hold |
1,820
| – | – | 0.01% | 182 |
|
|
2014
Q3 | $46K | Hold |
1,820
| – | – | 0.01% | 188 |
|
|
2014
Q2 | $45K | Sell |
1,820
-14,138
| -89% | -$350K | 0.01% | 196 |
|
|
2014
Q1 | $358K | Sell |
15,958
-12,614
| -44% | -$283K | 0.2% | 69 |
|
|
2013
Q4 | $641K | Buy |
28,572
+18,732
| +190% | +$420K | 0.28% | 55 |
|
|
2013
Q3 | $231K | Sell |
9,840
-21,248
| -68% | -$499K | 0.11% | 111 |
|
|
2013
Q2 | $757K | Buy |
+31,088
| New | +$757K | 0.38% | 48 |
|